Retirement isn’t a single event. It’s a long, evolving phase with multiple transitions. After the honeymoon ends but before the later-life simplicity sets in, there’s a “messy middle” - an emotionally complex, opportunity-rich period. Redefining goals and finding purpose may require doing some intentional planning again. Listen as Adam and Ben discuss how they help clients navigate this period of retirement with ideas, exercises, and open conversation.
Ticket # T009282
Thanks for listening!
If you want to be notified when the next episode will be released, you can:
For more insights on everyday financial planning questions, go to www.haasfinancialgroup.com
Contact Us:
Email us at info@haasfinancialgroup.com
Investment advice offered through Great Valley Advisor Group, a Registered Investment Advisor. Great Valley Advisor Group and Haas Financial Group are separate entities. This is not intended to be used as tax or legal advice. Please consult a tax or legal professional for specific information and advice.
