Episode Details

Retirement is about creating a fulfilling and meaningful next chapter. In this episode of the Retirement Readiness Journey series, Rose Price CFP®, AIF®, and Chris Mellone CFA, CFP®, AIF®, discuss the lifestyle, emotional, and financial adjustments that come with life after the paycheck. From finding purpose and building new routines to managing retirement income sustainably, this episode explores what it takes to thrive during retirement and enjoy the freedom you've worked so hard to achieve.

Key Topics:

• Finding New Structure & Purpose: Exploring hobbies, volunteer opportunities, mentoring, and creating a healthy routine that provides purpose, fulfillment, and balance in retirement.
• Managing Retirement Withdrawals Sustainably: Developing a sustainable withdrawal strategy, coordinating income from Social Security, pensions, and investments, and maintaining confidence that your assets can support your long-term goals.
• The Psychology of a Fulfilling Retirement: Adjusting to life beyond your career, maintaining social connections, staying engaged in meaningful activities, and understanding why purpose and relationships are key ingredients to a successful retirement.

Visit vlpfa.com to download resources or schedule a complimentary consultation to begin your personalized Retirement Readiness Journey: https://www.vlpfa.com/contact-us

Securities offered through Cetera Wealth Services LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment advisor. Cetera is under separate ownership from any other named entity. The views stated in this material are not necessarily the opinion of Cetera Wealth Services LLC and should not be construed directly or indirectly as an offer to buy or sell any securities mentioned herein. The individuals and situations depicted here are hypothetical only and do not represent the actual performance of any particular investment or strategy. All investing involves risk, including the possible loss of principal. Dollar-cost averaging will not guarantee a profit or protect you from loss but may reduce your average cost per share in a fluctuating market. Converting from a traditional IRA to a Roth IRA is a taxable event. A diversified portfolio does not assure a profit or protect against loss in a declining market. Hosted by Rose Price, CFP®, AIF®, Partner, Financial Advisor, and Chris Mellone, CFA, CFP®, AIF® Partner, Financial Advisor; VLP Financial Advisors, 8391 Old Courthouse Rd, Suite 203, Vienna, VA 22182. 703-356-4360.