Ep 18: Are You Making These Excuses to Avoid Retiring?

Sometimes people say they don’t want to retire and they really mean it. But other times it’s just a defense mechanism to mask the opinion that they don’t feel like they can retire. Let’s look at the common excuses people make and explore the possible meanings behind why you don’t want to retire

 

Show notes and additional resources: https://principalpreservationservices.com/ep-18-are-you-making-these-excuses-to-avoid-retiring/ 

 

Today's rundown: 

2:15 – We’re talking about excuses people make for not retiring.  

2:33 – “I love my career.” What’s the deeper meaning to that statement?

4:43 – “If I’m not working, I’m going to be bored.”  

6:30 – “I don’t have enough money to retire.”

8:01 – Mike shares a recent meeting he had where they discovered the client was going to run out of money.

9:59 – The final excuse is when someone says they don’t have the confidence in their plan/portfolio.  

13:56 – Mailbag Question: I’ll be retiring in exactly one year. What’s on the list of things I need to do before I retire.

15:32 – Mailbag Question: I’m overwhelmed by how many accounts we have accumulated through our careers. How much can we consolidate and how does that all work?