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Dollars & Sense: Making the Mental Switch

Dollars & Sense: Making the Mental Switch

December 07, 2023

You’re in for a treat as Marion and Christian are hosting this week’s episode of Dollars & Sense. As our loyal listeners know, Christian is our Director of Financial Planning so we want to take full advantage of having him as a guest speaker.

So, what’s going on with people as they approach retirement and enter retirement? It’s pretty cliché to say, but it’s the biggest change that will happen in your life. BUT it really is the biggest change - particularly from a money perspective.  As you creep closer to retirement age, you get excited to finally have the chance to pull the trigger, retire, and live a carefree retirement the way you envisioned it. But what happens when the paychecks stop all of a sudden?  

Tune in to this week’s episode of Dollars & Sense as Marion and Christian discuss making the mental switch when you’re retiring in a language you can understand.

A full complement of Dollars & Sense broadcasts found here.

During Dollars & Sense with Freedman Financial, your host, Marc Freedman, may discuss specific financial planning and investment ideas. These discussions are for general information only and are not intended to provide specific advice or recommendations.

Securities and advisory services are offered through LPL Financial, a Member of FINRA and SIPC.

Always consult a Certified Financial Planner professional, qualified attorney, or tax advisor prior to investing to determine what is appropriate for you.

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