The conversation discusses the psychological phases of retirement, as described in the book 'The Four Phases of Retirement' by Riley Moynes. The four phases are: the vacation phase, the feeling lost phase, the trial and error phase, and the reinvent and rewire phase. Weston Lindeman also explores ancient wisdom from Roman and Greek philosophers and how it relates to retirement planning. The key takeaways include the importance of preparation, self-knowledge, preserving wealth, and prioritizing retirement goals.

Reach Roberts Wealth Management at 800-891-8680.

Roberts Wealth Management

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Weston Lindemann discusses retirement planning using football analogies. He emphasizes the importance of starting to save early, making halftime adjustments to the retirement plan, and executing a two-minute drill to prepare for retirement. He also talks about the play-action pass, which involves leveraging assets effectively, and the need for field position and making the right decisions in retirement. The conversation then shifts to the psychological shift from working to retirement and the challenges that come with it.

Reach Roberts Wealth Management at 800-891-8680.

Roberts Wealth Management

See omnystudio.com/listener for privacy information.

Weston Lindemann discusses the habits of highly effective retired people, drawing inspiration from Stephen Covey's book. The first habit is being proactive, which means taking a forward-looking approach to retirement planning and being intentional about addressing challenges. The second habit is beginning with the end in mind, which involves preparing for all phases of retirement and accounting for factors like inflation. Other habits discussed include putting first things first, thinking win-win, seeking to understand before being understood, synergizing, and sharpening the saw.

Reach Roberts Wealth Management at 800-891-8680.

Roberts Wealth Management

See omnystudio.com/listener for privacy information.