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

Wealth Enhancement Group is a Greater Minneapolis-based independent wealth management firm offering comprehensive and customized financial planning and investment management services. Established in 1997, Wealth Enhancement Group uses a team approach with a focus on simplifying their clients’ financial lives and has offices nationwide.