The Ascent with Crestmont Private Wealth - Mentally Preparing For Retirement

Welcome to The Ascent! In this episode, Sam McGee from Crestmont Private Wealth discusses the often-overlooked mental and emotional aspects of preparing for retirement. While financial planning is crucial, Sam emphasizes the importance of addressing identity, purpose, routines, social connections, and mental health as you transition into retirement. Learn practical strategies to maintain fulfillment, manage financial anxiety, and ensure a smooth, meaningful shift into this new chapter of life.

Timeline / Chapters:

00:00 – Introduction & About Crestmont Private Wealth

00:50 – The Emotional Side of Retirement

01:55 – Loss of Identity & Finding New Purpose

02:37 – Planning New Routines and Hobbies

03:18 – Maintaining Social Connections

04:52 – Lifestyle Changes in Retirement

05:37 – Financial Planning & Setting Expectations

06:43 – Managing Financial Anxiety

08:12 – The Importance of an Income Plan

09:02 – Ongoing Financial Maintenance

09:25 – Seeking Support: Therapy & Coaching

10:48 – Finding Purpose & Fulfillment

11:39 – The Impact of Losing Purpose

12:00 – The Value of a Retirement Coach

12:31 – Final Thoughts & Resources

Original Air Date: August 30, 2025 at 8:30am as heard on Boerne Radio 103.9FM

Contact: www.crestmontpw.com

Alec Walker in Houston: 831-280-5288

Sam McGee in Boerne: 830-368-2898

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