Episode Details

One of the biggest ironies in retirement is that the people who save and invest the most often struggle the most with actually spending their money in retirement. In this video, I’ll walk you through a simple framework to make spending easier—without guilt or second-guessing.

I’ll share a compelling client story, a personal experience, and actionable steps you can take to shift your mindset and enjoy the retirement you’ve worked so hard for. If you’ve ever hesitated to spend on things you value, even when you can afford to, this is for you.

We’ll cover:

• Why our money habits from the past shape how we spend (or don’t spend) today
• A five-step process to help you feel comfortable spending in retirement
• A practical tip that makes it easier to say “yes” to the things that truly matter

🎯 Don't let a scarcity mindset hold you back—start living your best retirement!

Questions answered:
1. Why do some retirees struggle to spend money, even when they have more than enough saved?

2. How can retirees overcome a lifetime of saving habits and confidently spend on things they truly value?

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Timestamps:
0:00 - A pertinent story
3:24 - A personal story
5:10 - Steps 1& 2—acknowledge and evaluate
7:05 - Steps 4 & 5—Identify values and make it easy
9:44 - Healthy tension
12:30 - Step 5—Withdrawal and set aside
14:49 - Wrap-up

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