Did you know that the journey into retirement is as much about discovering new purpose as it is about financial stability? In the latest episode of Money Mastery Unleashed, I had an enlightening conversation with Jay Van Beusekom about the psychological shift from saving to spending. With over 38 years in finance, he shared how many retirees often overlook the importance of lifestyle planning. Retirement isn't just an ending; it's a new beginning, a chance to "rewire," not just retire. It's fascinating to see how a well-rounded retirement plan extends beyond the numbers and into the realm of personal fulfillment and purpose.
"People don't think about what they're going to do when they turn off that working switch. What's your purpose?" - Jay Van Beusekom
What you will learn:
Mindset Shift in Retirement
Managing Spending in Early Retirement
The Role of Financial Advisors in Life Events
Personal Finance and Learning from Mistakes
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Investing involves risk, including loss of principal.
Be sure to understand the benefits and limitations of your available options and consider all factors prior to making any financial decisions. Any strategies discussed may not be suitable for everyone.
Securities and advisory services offered through Mutual of Omaha Investor Services, Inc. Member FINRA/SIPC. Adam Olson, Representative. Mutual of Omaha Investor Services is not affiliated with any entity listed herein.
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