EPISODE · Jun 26, 2025 · 19 MIN
Ep #141 - Navigating the Messy Middle of Retirement
from A/B Conversations: CFP® Your Way Out Of It – Real Advice on Building Wealth & Retirement Planning · host Benjamin Haas I Haas Financial Group
Retirement isn’t a single event. It’s a long, evolving phase with multiple transitions. After the honeymoon ends but before the later-life simplicity sets in, there’s a “messy middle” - an emotionally complex, opportunity-rich period. Redefining goals and finding purpose may require doing some intentional planning again. Listen as Adam and Ben discuss how they help clients navigate this period of retirement with ideas, exercises, and open conversation.Ticket # T009282Thanks for listening!If you want to be notified when the next episode will be released, you can:Subscribe to the ShowFor more insights on everyday financial planning questions, go to www.haasfinancialgroup.comContact Us:Email us at [email protected] advice offered through Great Valley Advisor Group, a Registered Investment Advisor. Great Valley Advisor Group and Haas Financial Group are separate entities. This is not intended to be used as tax or legal advice. Please consult a tax or legal professional for specific information and advice.
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Retirement isn’t a single event. It’s a long, evolving phase with multiple transitions. After the honeymoon ends but before the later-life simplicity sets in, there’s a “messy middle” - an emotionally complex, opportunity-rich period. Redefining goals and finding purpose may require doing some intentional planning again. Listen as Adam and Ben discuss how they help clients navigate this period of retirement with ideas, exercises, and open conversation. Ticket # T009282 Thanks for listening!...
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Ep #141 - Navigating the Messy Middle of Retirement
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