AICPA Personal Financial Planning (PFP) AICPA Personal Financial Planning (PFP)

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
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