The 5 Things Most People Miss About Retirement Planning

You've worked for decades, saved a solid nest egg, and achieved financial independence. But what if that's not enough? While most people focus on the financial side of retirement, the real work happens after you stop working. 

This is the story of Matthew, a retiree who did everything right financially, but is now terrified. He missed the other parts of retirement planning, and his story is a common one. The reality is, most people spend years focusing on the money, only to retire and have reality set in.

In this episode, we cover the five important things most people miss about retirement planning, and they aren't about money.

Brett explores:

• How your professional identity and social network change after retirement.
• The psychology of shifting from accumulating wealth to spending it.
• The importance of finding a new balance between structure and freedom.
• The essential link between your health and your wealth.
• Practical strategies like creating a "license to spend" and a "health calendar" to design a life of purpose.

Key Timestamps:

(0:45) Welcome and the story of Matthew

(1:55) The 5 things people miss about retirement

(2:30) 1. Your identity

(4:05) 2. Your social networks

(5:35) 3. The psychology of spending

(7:30) 4. The balance between structure and freedom

(9:23) 5. The connection between health and wealth

(10:55) Putting the five areas together

(12:00) The bottom line: retirement is about designing a life

(12:55) The real work of retirement planning

By the end of this episode, you’ll have a roadmap for handling a retirement filled with purpose, relationships, health, and joy, not just money.

#CRNAs #RetirementPlanning #FinancialFreedom #RetirementGoals

For more information and resources related to this episode, please visit the show notes.