Hi Jan,

When people think about retirement planning, their minds often go straight to the numbers. But what we’ve seen time and time again, both through research and real conversations, is that emotional readiness plays just as critical a role.

This week, I’ve been reflecting on the deep connection between what we prepare for on paper and what we experience in real life. Our featured article explores how to plan for the mental and emotional transitions of retirement… not just the financial ones. It’s about building a foundation for fulfillment and purpose, so that the years ahead feel meaningful, not just well-funded.

Preparing for Retirement Beyond the Numbers
Retirement is often pictured as a finish line, but in reality, it is the beginning of a new and very personal journey. Financial stability is essential, yet without addressing the mental and emotional transitions that come with leaving work, retirement can feel unbalanced. Planning for both money and mindset helps ensure that the years ahead are not only secure but also deeply satisfying. 
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By Retirement Researcher
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Stress Testing the Non-Financial Aspects of Your Retirement Plan 
You’ve saved diligently, fine-tuned your withdrawal strategy, and run your portfolio through more stress tests than you can count. But what happens when the alarm clock stops ringing and work no longer fills your days?
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By Retirement Researcher

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What’s Next? Defining Your Life in Retirement
Gone are the days of gold watches and a permanent tee time. Today, retirement isn’t so much a finish line as it is a mindset shift from “What do I have to do?” to “What do I want to do?”
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By McLean Asset Management

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Beyond the Numbers: Planning for Life, Not Just Finances

In this week’s episode of Retire with Style, we continue our conversation with Dan Haylett, author of The Retirement You Didn’t See Coming. Together, we explore how structure, identity, and emotional readiness shape a meaningful retirement. If you’ve ever wondered what happens after you hit your retirement number, this episode is for you.

LISTEN HERE