Your Clients Can Afford to Retire. Will They Enjoy It?
Jun 26, 2026 ยท 32m
Topics discussed
Introduction and guest background
Why retirees fear the unknown
Word cloud study on retirement anxiety
Surprise: Most fears are unfounded
The four essential tasks of retiring
Navigating identity loss and bridging
Signs of healthy retirement planning
Managing the loss of work relationships
Rebuilding life structure and routine
Key question for financial advisors
Book promotion and closing thoughts
Outro and AICPA PFP resources
Listen ad-free on Castria