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What if everything you’ve been taught about preparing clients for retirement is only half the story?
Fritz Gilbert spent a decade writing over 400 articles about life after work on his blog The Retirement Manifesto. But the real transformation happened after he actually retired.
In this episode, Fritz reveals the surprising emotional challenges retirees face — from losing structure and identity to silently wondering, “Is this all there is?”
If you want to help clients move from simply retired to truly thriving, this conversation will teach you how to guide clients through the non-financial side of retirement.
You’ll Learn:
- The 4 psychological phases of retirement
- The 90/10 rule of retirement no one prepares you for
- How Fritz shifted from a saving to spending mindset
- The #1 mindset that helped him create a thriving life after work
- The emotional transition most retirees go through and how to prepare for it
Related: The Silent Struggle: Overcoming Money Talk Anxiety with Expert Guidance