Refining Retirement
Money Mindset Shifts for Retirement Freedom
28:02
"What makes it so hard to spend what you've spent a lifetime saving?" This episode explores the complex emotions behind shifting from saver to spender in retirement, even for the wealthiest households. From the universal fear of running out, to hidden tax traps and family gifting dilemmas, Brad’s team unpacks the mindset challenges and careful strategies that shape a fulfilled and lasting…