A Walk Through the First 60 Days of Retirement

By Andrew Rosen via Iris.xyz

You are a late 50 to mid-60 year old.  You feel comfortable in your retirement position, having just left your financial professional’s office.  So far, so good, right?  Now the hard part — walking into your boss’s office to utter the words “I’d like to retire.”

Can you relate to this scenario? You’ve dreamt of this day for years, played it out in your mind numerous times.  So, why is it so difficult?  You wonder if these thoughts keeping you up at night will ever subside.

I’m not sure why (maybe it’s something in the water) but, I’ve had an influx of clients looking to retire over the last few months.  All of the questions above are looming in their heads, too.  Rest assured, you are not alone.  To help, I created a “timeline,” of sorts.  As an advisor who has helped 100’s of clients retire, let me share some words of encouragement and walk you through the first 60 days of retirement:

Stage 1: The Thought.

The first stage you’ll go through is simply the thought of retiring.