Retirement is about so much more than money—it's a complete life transition.
In this episode, I'm sharing my recent conversation with Adam Cmejla, where we explore the often-overlooked aspects of retirement planning.
We discuss:
‣ Why retirement can feel like a grieving process—and how to navigate it
‣ The surprising role responsibility and community play in long-term happiness
‣ Smarter ways to approach Monte Carlo simulations, taxes, and cash management
We also share our favorite retirement and investing charts that reinforce the principles essential to keeping financial plans grounded.
Whether you’re 10 years out from retirement or already there, this conversation challenges common assumptions and offers a helpful perspective on this stage of life.
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My team and I have guided hundreds of families across the U.S. through retirement’s biggest challenges over the last two decades.
The result?
Smarter tax strategies, better investment decisions, and a more confident retirement.
If you’re seeking clarity and a proven retirement planning process, we’d be honored to help.
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