When retirement planning conversations are hyper-focused on income streams and withdrawal strategies, something critical can get overlooked – the emotional transition clients face when leaving the workforce.

In a recent conversation with Financial Advisor Magazine, CEO and Co-founder, Brett Bernstein, CFP®, shared that retirement is as much a psychological shift as it is a financial one – emphasizing the importance of empathy, proactive conversations, and preparing clients for the emotional realities in the months leading up to and following retirement

Check out the full article to read more. 

Have questions about how these insights and ideas could impact your personalized wealth management strategy? Let’s talk.

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