From Saver to Spender: How to Ease the Emotional Shift into Retirement cover art

From Saver to Spender: How to Ease the Emotional Shift into Retirement

From Saver to Spender: How to Ease the Emotional Shift into Retirement

Listen for free

View show details

About this listen

Retirement is supposed to be the reward after decades of hard work, but for many, the hardest part is learning how to actually spend the money they’ve saved. In this episode, we explore why that transition feels so uncomfortable and how creating a retirement paycheck can help make spending feel safe and sustainable. We talk through the natural phases of retirement spending, the risks of being too conservative, and how to align your money with what really matters to you.

Key takeaways:

  • Retirement spending happens in phases, and your plan should evolve with them
  • A "retirement paycheck" can bring structure and confidence to your financial life
  • Being overly cautious can hurt more than help, especially when it comes to inflation

Ready to learn more?

  • Scott Frank on LinkedIn
  • Stone Steps Financial
  • Nick Covyeau on LinkedIn
  • Swell Financial Partners

Leave us a question!

Money can be confusing—but it doesn’t have to be. When you’re able to understand the complexities, you can make better decisions to improve your daily life. Connect with us at Stone Steps Financial or Swell Financial Partners.

What listeners say about From Saver to Spender: How to Ease the Emotional Shift into Retirement

Average Customer Ratings

Reviews - Please select the tabs below to change the source of reviews.

In the spirit of reconciliation, Audible acknowledges the Traditional Custodians of country throughout Australia and their connections to land, sea and community. We pay our respect to their elders past and present and extend that respect to all Aboriginal and Torres Strait Islander peoples today.