From Earning to Living: The Retirement Mindset Shift

Retirement isn’t just a financial transition. It’s a psychological one. In this episode, host Chris and Wealth Advisor Priscilla Brehm explore what it means to shift from earning a paycheck to living off your wealth, and why this transition can feel more challenging than expected. They break down the four phases of financial life (survival, accumulation, preservation, and distribution) and focus on the often-overlooked shift into retirement.

Tune in if you’re interested in…

• The four seasons of financial life and why the transition to retirement can be so difficult
• How to replace your paycheck and create confidence in retirement income
• Why mindset matters just as much as math when leaving the workforce
• The concept of ikigai and how to find purpose in retirement
• How to avoid common pitfalls like over-monitoring your portfolio or underspending
• How thoughtful planning can help you enjoy your wealth