In this conversation, Dr. Preston Cherry breaks down a side of retirement most people overlook: the emotional shift. It’s not just about saving enough—it’s about preparing for a whole new identity and way of living. He shares a framework that helps you rethink retirement with tools like identity checks, relationship mapping, and time design. The goal? A life that feels as good as it looks on paper.
Takeaways:
• Confidence Gap: Gen X isn’t feeling ready
• It’s an Identity Shift: Not just a savings goal
• First Year Feels: Expect emotional ups and downs
• Purpose Matters: Plan more than just finances
• Rethink Daily Life: Design your post-retirement days
00:00 Intro
00:47 The Importance of Emotional Preparation for Retirement
01:52 The Retirement Life Readiness Framework
03:00 Designing Your Next Chapter on Purpose
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Disclosure: Educational content only. Not financial advice. https://www.concurrentfp.com/disclosures/
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