The Psychology of Retirement

Retirement is one of the biggest life transitions we face, yet most retirement conversations focus solely on the financial side.

In this episode of Money Sense, Senior Wealth Advisor Jean Range sits down with Dr. Jessica Fischer, Brown Deer Campus Director of Clinical Services at Rogers Behavioral Health, to discuss the emotional and psychological realities of retirement.

Jean and Dr. Fischer discuss the stages of retirement, the importance of purpose and community, signs that loneliness or depression may be developing, and practical ways to prepare emotionally for this next chapter of life. They also share resources for retirees and families looking to support healthy aging and overall well-being.

00:00 Why Retirement Is More Than a Financial Decision
02:12 When Your Career Becomes Your Identity
07:08 Building Purpose, Routine, and Social Connection
09:32 The Stages of Retirement Adjustment
13:14 Recognizing Loneliness, Anxiety, and Depression
15:24 When One Spouse Retires Before the Other
19:34 Finding Activities That Fill Your Bucket
23:33 Creating a Happier, More Meaningful Retirement

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ELLENBECKER INVESTMENT GROUP
Presenter of the Money Sense Podcast. Ellenbecker Investment Group (EIG), a registered investment advisor, provides comprehensive financial planning and fiduciary wealth management for individuals, families, businesses, and charitable foundations.
Website: ellenbecker.com

This podcast is for educational purposes only and should not be considered legal, tax, or financial advice. Guest opinions represent the views of the individuals speaking, and references to companies or organizations do not imply endorsement by Ellenbecker Investment Group.