You've got the savings, the spreadsheet, maybe even the perfect retirement date circled on your calendar, so what's actually holding you back? In this episode, I get honest about the real reason so many people delay retirement, and it's not the money. I share two personal stories and the mindset shift that can help you finally step forward.
Jacob Duke, CFP, MBA is the founder of Rivertree Wealth and the host of the Retirement Answers podcast.
DISCLAIMER: This should not be taken as tax, legal, or investment advice. All content is for educational purposes only.
Tune into this episode to find out:
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0:00) Why are so many people delaying retirement?
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0:45) Blaming finances when fear is the real issue
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1:19) The comfort trap of sticking with what you know
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2:21) How starting this podcast taught Jacob to begin anyway
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4:44) Parenting parallels: you're never fully ready
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8:32) Moving the goalposts on your retirement number
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9:27) More money rarely fixes the emotional hang-up
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10:33) You are what's holding yourself back, not money
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11:06) Stepping into retirement unlocks real fulfillment
What is Retirement Answers?
Retirement Answers is a podcast built to help you succeed in retirement. The thought of retirement can be overwhelming and downright scary for many... but it doesn't have to be!
The goal of this podcast is to provide thoughtful insights and strategies to give you the confidence you need to retire successfully. At the end of the day, my ultimate goal for my clients and podcast listeners is to live a fulfilling retirement.
Follow along as I publish a new episode each week covering everything from retirement income planning, tax planning, Social Security, insurance planning, investing, and much more.
Here's to learning everything you need to know to live out your dream retirement!