Financial Transitions in Later Life
Money Talk
OCTOBER 4, 2024
I recently presented a webinar for financial practitioners called Important Financial Transitions in Later Life. Based on content of my book , Flipping a Switch , “flipped switches” are a metaphor for later life transitions. Below is a brief summary of 11 financial transitions: Spending Down Retirement Savings - It can be difficult psychologically for “super savers” to spend down accumulated wealth because it feels like a loss.
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