Episode description

In this Friday Q&A, we tackle a common question from a soon-to-be retiree who is anxious about taking the leap into retirement despite strong financial standing. Discover the psychological challenges and mindset shifts necessary for a smooth transition into retirement.

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Website: https://www.rivertreewealth.com
LinkedIn: https://www.linkedin.com/in/jacobduke

Jacob Duke, CFP, MBA is the founder of Rivertree Wealth and the host of the Retirement Answers podcast.

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DISCLAIMER: This video is not meant to be taken a tax, legal, or investment advice. All content is for educational purposes only.

00:00 Introduction
00:12 Today's Question
00:30 Financial Overview
01:24 Psychological Aspects of Retirement
02:34 Advice for a Smooth Transition
05:25 Encouragement