Things To Know Prior to Retirement - Part 1
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In this episode, we dive into the realities of retirement that most people don’t see coming. From understanding why you’re retiring to the emotional and financial challenges that follow, Eric Douglas and Chris Vaughn share lessons learned from years of guiding clients through one of life’s biggest transitions.
We’ll discuss the difference between retiring from something and retiring to something, why purpose matters as much as planning, and how to avoid common mistakes like retiring too early, underestimating taxes, or overspending in your first years of freedom. You’ll also hear stories of clients who found new purpose through hobbies, volunteering, and family—proof that retirement isn’t the end of your story, it’s the start of a new one.
If you’re nearing retirement or simply want to plan smarter for your future, this episode will help you approach it with confidence, purpose, and clarity.
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