Curious about what truly goes into planning a successful retirement? Why is retirement deemed the most challenging life event you’ll ever face?
Join Dennis O’Keefe, a seasoned financial planner with over 30 years of experience, as he demystifies the retirement process in this episode. Dennis dives deep into why retirement can be more daunting than it seems and highlights the importance of preparing for this significant life transition. Listen in as he shares a compelling story of a retiree who learned the hard way about the potential pitfalls of poor financial planning.
Dennis discusses:
- The permanent nature of retirement decisions [01:42]
- Real-life anecdotes from retirees’ financial journeys [06:04]
- How to effectively calculate your expenses and resources [22:42]
- Strategies for reducing anxiety around financial planning [25:56]
- And more
Related: Retirement Anxiety Is Real—Here’s How to Beat It for Good