I was honored to guest on the NewRetirement Podcast with Steve Chen. He has revolutionized retirement planning by making financial planning accessible to everyone with his affordable online tools. Take Retirement Planning into Your Own Hands | NewRetirement We had a great conversation on how to feel good about your money in the “de-accumulation” phase of life– how can you feel good when you are no longer adding money to your retirement pot? This tends to push a lot of buttons for people. And of course, once you do retire, you still need to manage your monthly cashflow. In fact, it may even be more important. We also dove into the dynamics of couples and money. And we did not shy away from the differences between men and women. For example, how do women catch up in retirement if their career trajectory is so much later then men’s? As I said in the podcast, this is about combining skillset and mindset. We rounded out the conversation with understanding your unique money personality. Enjoy!
Feeling Good About Retirement with NewRetirement
How can you feel good about money when you're no longer adding to your retirement pot? This 'de-accumulation' phase tends to push a lot of buttons for people. In my conversation with Steve Chen on the NewRetirement Podcast, we tackled this emotional challenge head-on, exploring how to manage monthly cashflow in retirement and navigate the unique dynamics couples face around money. We didn't shy away from tough questions: How do women catch up in retirement when their career trajectories often start later than men's? As I shared, it's about combining skillset and mindset—and understanding your unique money personality.