One Simple Tip to Make Spending Easy in Retirement episode artwork

EPISODE · Feb 25, 2025 · 17 MIN

One Simple Tip to Make Spending Easy in Retirement

from Ready For Retirement · host James Conole, CFP®

One of the biggest ironies in retirement is that the people who save and invest the most often struggle the most with actually spending their money in retirement. In this video, I’ll walk you through a simple framework to make spending easier—without guilt or second-guessing.I’ll share a compelling client story, a personal experience, and actionable steps you can take to shift your mindset and enjoy the retirement you’ve worked so hard for. If you’ve ever hesitated to spend on things you value, even when you can afford to, this is for you.We’ll cover:Why our money habits from the past shape how we spend (or don’t spend) todayA five-step process to help you feel comfortable spending in retirementA practical tip that makes it easier to say “yes” to the things that truly matter🎯 Don't let a scarcity mindset hold you back—start living your best retirement!Questions answered:1. Why do some retirees struggle to spend money, even when they have more than enough saved?2. How can retirees overcome a lifetime of saving habits and confidently spend on things they truly value?Submit your request to join James:On the Ready For Retirement podcast: Apply HereOn a Retirement Makeover episode: Apply HereTimestamps:0:00 - A pertinent story3:24 - A personal story5:10 - Steps 1& 2—acknowledge and evaluate7:05 - Steps 4 & 5—Identify values and make it easy9:44 - Healthy tension12:30 - Step 5—Withdrawal and set aside14:49 - Wrap-upCreate Your Custom Strategy ⬇️Get Started Here.Join the new Root Collective HERE!

Episode metadata supplied by the publisher feed · Published Feb 25, 2025

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One of the biggest ironies in retirement is that the people who save and invest the most often struggle the most with actually spending their money in retirement. In this video, I’ll walk you through a simple framework to make spending easier—without guilt or second-guessing. I’ll share a compelling client story, a personal experience, and actionable steps you can take to shift your mindset and enjoy the retirement you’ve worked so hard for. If you’ve ever hesitated to spend on things you va...

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