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5 Steps to Overcome Retirement Spending Challenges

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Manage episode 453917307 series 1521440
Content provided by Taylor Schulte, CFP® and Taylor Schulte. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Taylor Schulte, CFP® and Taylor 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://ppacc.player.fm/legal.

Today, I’m discussing the challenges of spending money in retirement.

To help, Brian Portnoy, one of the world’s leading experts on the psychology of money, joins us to discuss three big things:

➤ Why it’s so difficult for retirement savers to transition from saving to spending

➤ What you can do to prepare for the (well-documented!) challenges of retirement spending

➤ How to use Brian’s “Four C’s” to achieve true wealth in retirement

We also delve into the meaning behind Brian’s famous quote, “Diversification always means having to say your sorry,” and how it can help you make better investing decisions.

***

FREE RETIREMENT PLANNING RESOURCES:

Subscribe to the Stay Wealthy Retirement Newsletter!

As a thank you, you'll receive three (3) of my MOST popular retirement & tax cheatsheets.

You'll also receive my weekly retirement newsletter!

👉 Click here to subscribe and grab your cheatsheets.

***

EPISODE RESOURCES:

📊 Get Your FREE Retirement & Tax Analysis!

✏️ Grab the Episode Show Notes

📘 Check Out the Retirement Podcast Network

  continue reading

228 episodes

Artwork
iconShare
 
Manage episode 453917307 series 1521440
Content provided by Taylor Schulte, CFP® and Taylor Schulte. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Taylor Schulte, CFP® and Taylor 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://ppacc.player.fm/legal.

Today, I’m discussing the challenges of spending money in retirement.

To help, Brian Portnoy, one of the world’s leading experts on the psychology of money, joins us to discuss three big things:

➤ Why it’s so difficult for retirement savers to transition from saving to spending

➤ What you can do to prepare for the (well-documented!) challenges of retirement spending

➤ How to use Brian’s “Four C’s” to achieve true wealth in retirement

We also delve into the meaning behind Brian’s famous quote, “Diversification always means having to say your sorry,” and how it can help you make better investing decisions.

***

FREE RETIREMENT PLANNING RESOURCES:

Subscribe to the Stay Wealthy Retirement Newsletter!

As a thank you, you'll receive three (3) of my MOST popular retirement & tax cheatsheets.

You'll also receive my weekly retirement newsletter!

👉 Click here to subscribe and grab your cheatsheets.

***

EPISODE RESOURCES:

📊 Get Your FREE Retirement & Tax Analysis!

✏️ Grab the Episode Show Notes

📘 Check Out the Retirement Podcast Network

  continue reading

228 episodes

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