Welcome to The Ascent! In this episode, Sam McGee from Crestmont Private Wealth discusses the often-overlooked mental and emotional aspects of preparing for retirement. While financial planning is crucial, Sam emphasizes the importance of addressing identity, purpose, routines, social connections, and mental health as you transition into retirement. Learn practical strategies to maintain fulfillment, manage financial anxiety, and ensure a smooth, meaningful shift into this new chapter of life.
Timeline / Chapters:
00:00 – Introduction & About Crestmont Private Wealth
00:50 – The Emotional Side of Retirement
01:55 – Loss of Identity & Finding New Purpose
02:37 – Planning New Routines and Hobbies
03:18 – Maintaining Social Connections
04:52 – Lifestyle Changes in Retirement
05:37 – Financial Planning & Setting Expectations
06:43 – Managing Financial Anxiety
08:12 – The Importance of an Income Plan
09:02 – Ongoing Financial Maintenance
09:25 – Seeking Support: Therapy & Coaching
10:48 – Finding Purpose & Fulfillment
11:39 – The Impact of Losing Purpose
12:00 – The Value of a Retirement Coach
12:31 – Final Thoughts & Resources
Original Air Date: August 30, 2025 at 8:30am as heard on Boerne Radio 103.9FM
Contact: www.crestmontpw.com
Alec Walker in Houston: 831-280-5288
Sam McGee in Boerne: 830-368-2898
See omnystudio.com/listener for privacy information.
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