Welcome to the Women & Wealth Podcast! In this week’s episode, host Regina McCann Hess, shares 10 Tips for an Emotionally Healthy Retirement.
While financial planning is a key part of retirement, emotional well-being is just as important.
From practical tips like developing your vision for an ideal retirement and avoiding impulse-spending, to strategies for enhancing your mental health during this crucial transitionary period–like retiring in the Spring.
If you’re planning for retirement—or already retired—this episode is packed with valuable insights to help you thrive in this next chapter of life.
Episode Highlights:
0:00 - Introduction
0:44 - Develop an ideal retirement vision
2:07 - Align your vision with your core values
2:59 - Discuss vision and values with your partner
4:05 - Working with a certified financial planner
5:16 - Consider retiring in the spring
6:27 - Nurture your family and friends network
7:25 - Develop your interests and hobbies
8:21 - Restrict emotionally-driven spending
9:27 - Set things up to age and place
10:30 - Consider independent living communities
11:25 - Episode wrap-up
ABOUT REGINA MCCANN HESS
Regina is the author of Super Woman Wealth: How to Become Your Own Financial Hero. As an advocate for women’s financial freedom, she wrote this book to help empower women to take a bigger role in handling their money.
Regina has appeared on Schwab TV, Yahoo Finance, Forbes.com, NTD Television, CBS 3 Philadelphia, Fox 29 Philadelphia, King 5 Seattle, KTLA 5 Los Angeles and Scripps News. She has also been quoted in numerous articles in publications such as Forbes, Business Insider, U.S. News & World Report, Yahoo Finance, USA Today, USA Wire, Word in Black, WTOP News, Mind Body Green, Money Digest, New York Post, Defender, Authority Magazine, GoBankingRates.com, Scripps and The Muse.
As Founder of Forge Wealth Management, Regina utilizes her 25+ years of financial services experience to help individuals plan, preserve and diversify their wealth. She focuses on educating her clients while building long-term relationships with them and their families. Her experience throughout major shifts in the markets, enables Regina to structure balanced portfolios to address specific financial goals.
CONNECT WITH REGINA
Website: https://www.forgewealth.com
LinkedIn: https://www.linkedin.com/in/reginamccannhess/
Facebook: https://www.facebook.com/ForgeWealth
Instagram: https://www.instagram.com/forgewealthmanagement/
YouTube: https://www.youtube.com/@ForgeWealth
Email: reginahess@forgewealth.com
Securities offered through LPL Financial, Member FINRA/SIPC www.finra.org, www.sipc.org
Third-party posts found on this profile do not reflect the view of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
For a list of states in which I am registered to do business, please visit www.forgewealth.com.
