Most People Miss This Before Retiring

In this conversation, Dr. Preston Cherry breaks down a side of retirement most people overlook: the emotional shift. It’s not just about saving enough—it’s about preparing for a whole new identity and way of living. He shares a framework that helps you rethink retirement with tools like identity checks, relationship mapping, and time design. The goal? A life that feels as good as it looks on paper.Takeaways:• Confidence Gap: Gen X isn’t feeling ready• It’s an Identity Shift: Not just a savings goal• First Year Feels: Expect emotional ups and downs• Purpose Matters: Plan more than just finances• Rethink Daily Life: Design your post-retirement days00:00 Intro00:47 The Importance of Emotional Preparation for Retirement01:52 The Retirement Life Readiness Framework03:00 Designing Your Next Chapter on PurposeGet The Wealth Word — our free weekly newsletter on wealth and well-being: https://wealth.concurrentfp.com/thewealthwordExplore award-winning wealth advisory services: https://www.concurrentfp.com/Read Wealth In The Key of Life by Dr. Preston Cherry: https://drprestoncherry.com/book/Disclosure: Educational content only. Not financial advice. https://www.concurrentfp.com/disclosures/The Financial Harmony™ Podcast is produced by Concurrent Wealth Management. Dr. Preston Cherry, CFP®, Ph.D., is the founder and a dollar-based flat-fee fiduciary financial advisor based in Houston. He works directly with high-income Gen X professionals and oil and gas executives on retirement, tax, and investment decisions through comprehensive financial planning and integrated investment management.Learn more at concurrentfp.com