Retiring is a big transition—both financially and psychologically. Bruce and Peg discuss how to prepare your finances for retirement. Then, they’ll be joined by Robert Delamontagne, author of “The Retiring Mind,” to discuss how to be psychologically ready for retirement.

Topics discussed include:

  • What to consider before claiming your Social Security benefits.
  • Planning opportunities you should consider during years that you have lower income.
  • How to estimate how much you’ll need to save for retirement.
  • Why many retirees struggle psychologically when transitioning into retirement.


Full Episode


Featured Segment: How to Financially Transition into Retirement


Interview with Robert Delamontagne

Whether you're approaching retirement and are just now starting to think about your financial plan, or if you already have an advisor but want to explore your options, we're here to help.