In this episode of The Human Side of Wealth podcast, the discussion goes beyond savings targets and portfolio balances to address a more important question: what are you retiring to? Andrew, Dina and Steve explore why retirement is one of life’s biggest transitions and why a successful retirement requires more than financial readiness.  

The conversation covers the loss of structure, identity and purpose that can accompany leaving work, along with key retirement decisions surrounding Social Security, Medicare, IRMAA, pension elections and Roth conversion opportunities. They also discuss how retirement evolves over time through the “Go-Go, Slow-Go and No-Go” years and why spending patterns often look very different than people expect.  

Watch now to learn why retirement planning is about designing the next chapter of life, managing risks that extend beyond the markets, and creating a plan that can adapt over a retirement that may last 25 years or more.