Episode Summary
Retirement: the ultimate dream...or a psychological curveball?
No more alarms. No more meetings. Just freedom, sunshine, and spontaneous holidays...right? Not so fast. For 1 in 3 retirees, the transition isn’t all garden drinks and lie-ins it’s a minefield of identity crises, financial anxiety, and the looming question: “What now?”
In this eye-opening episode, financial planner Steve Rowe and psychologist Jess Schlupp-Taylor dig deep into the emotional side of retirement. Together, they explore why walking away from work can feel more like a freefall than a victory lap and how to land on your feet.
Episode Highlights
- Why some retirees thrive while others feel completely lost.
- The hidden reasons people hoard money after retiring (and how it backfires).
- How losing a job title can mess with your mental wellbeing.
- The surprising truth behind the 4% rule (Steve’s calling it out!).
- What matters more: financial stability or a sense of purpose?
Whether you’re counting down to retirement or already there, this episode will challenge what you think you know about “the good life.”
Because retirement isn’t just about saving money it’s about saving your sanity.
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