090: Going Beyond the Portfolio: Transitioning Into Retirement with Confidence with Kyle Britton

For most of your life, retirement planning has likely centered around saving and building wealth. But what happens when the paychecks stop and it's time to start replacing your income withdrawing from your retirement savings and investments?  In this episode, SHP Financial Co-Founder Derek Gregoire is joined by Kyle Britton, Lead Advisor at SHP Financial. Together, they explore what it truly means to go beyond the Xs and Os of investing and step into retirement with purpose, clarity, and confidence. You'll hear Derek and Kyle talk about how the biggest retirement challenges are often psychological, not financial. They discuss why so many retirees struggle to give themselves permission to spend what they've earned, and how purpose and identity—two things often tied to careers—must be redefined as we enter this next phase of life.  Drawing from real client stories and recent research, Kyle highlights what truly drives happiness in retirement and how to create a plan that supports both your finances and your fulfillment.  In this podcast interview, you'll learn: Why retirement planning goes far beyond investments and tax strategies. The biggest psychological hurdle retirees face: giving themselves permission to spend. How to shift your mindset from "Do I have enough?" to "What's possible?" in retirement. The four key ingredients of a fulfilling retirement, according to a recent MassMutual study. How to redefine your purpose and legacy in the next chapter of your life. Want the Full Show Notes? To get access to the full show notes, including audio, transcripts, and links to all the resources mentioned, visit SHPfinancial.com/podcast Connect With Us on Social Facebook LinkedIn YouTube