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Retirement: Ready Or Not, Here It Comes

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Manage episode 378196057 series 2712818
Content provided by Michael Schulte. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Michael Schulte or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Are you nearing “retirement age”? If so, let’s explore that pivotal question you’ll soon face: Should you retire or continue working? We’ll unravel the intricacies of this decision, addressing both financial and emotional aspects, and help you find out if you’re truly ready to retire.

This is typically one of the first things someone asks about when they meet with a financial advisor, and there’s a lot to unwind in order to figure out when someone is ready to retire. And if they’re not, is it because they haven’t saved enough or is it more of an emotional block? Michael will tackle retirement readiness in this episode.

In this episode, we’ll discuss:

  • The different factors involved when someone tells us they aren’t really ready to retire.
  • Have you thought about what your purpose will be in retirement?
  • What causes people to have a lack of confidence to retire?
  • How far out should business owners be planning their exit?
  • What we talk about with clients who want to retire now but aren’t financially ready.

Learn more: https://caffeinecashflow.com/

Contact Michael:

https://www.westpacwealth.com/team/michael-schulte michael.schulte@westpacwealth.com 702-767-4897

  continue reading

75 episodes

Artwork
iconShare
 
Manage episode 378196057 series 2712818
Content provided by Michael Schulte. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Michael Schulte or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Are you nearing “retirement age”? If so, let’s explore that pivotal question you’ll soon face: Should you retire or continue working? We’ll unravel the intricacies of this decision, addressing both financial and emotional aspects, and help you find out if you’re truly ready to retire.

This is typically one of the first things someone asks about when they meet with a financial advisor, and there’s a lot to unwind in order to figure out when someone is ready to retire. And if they’re not, is it because they haven’t saved enough or is it more of an emotional block? Michael will tackle retirement readiness in this episode.

In this episode, we’ll discuss:

  • The different factors involved when someone tells us they aren’t really ready to retire.
  • Have you thought about what your purpose will be in retirement?
  • What causes people to have a lack of confidence to retire?
  • How far out should business owners be planning their exit?
  • What we talk about with clients who want to retire now but aren’t financially ready.

Learn more: https://caffeinecashflow.com/

Contact Michael:

https://www.westpacwealth.com/team/michael-schulte michael.schulte@westpacwealth.com 702-767-4897

  continue reading

75 episodes

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