The Ascent with Crestmont Private Wealth - Mentally Preparing For Retirement

Welcome to The Ascent! In this episode, Sam McGee from Crestmont Private Wealth discusses the often-overlooked mental and emotional aspects of preparing for retirement. While financial planning is crucial, Sam emphasizes the importance of addressing identity, purpose, routines, social connections, and mental health as you transition into retirement. Learn practical strategies to maintain fulfillment, manage financial anxiety, and ensure a smooth, meaningful shift into this new chapter of life. Timeline / Chapters: 00:00 – Introduction & About Crestmont Private Wealth 00:50 – The Emotional Side of Retirement 01:55 – Loss of Identity & Finding New Purpose 02:37 – Planning New Routines and Hobbies 03:18 – Maintaining Social Connections 04:52 – Lifestyle Changes in Retirement 05:37 – Financial Planning & Setting Expectations 06:43 – Managing Financial Anxiety 08:12 – The Importance of an Income Plan 09:02 – Ongoing Financial Maintenance 09:25 – Seeking Support: Therapy & Coaching 10:48 – Finding Purpose & Fulfillment 11:39 – The Impact of Losing Purpose 12:00 – The Value of a Retirement Coach 12:31 – Final Thoughts & Resources   Original Air Date: August 30, 2025 at 8:30am as heard on Boerne Radio 103.9FM Contact:  www.crestmontpw.com  Alec Walker in Houston:  831-280-5288  Sam McGee in Boerne: 830-368-2898See omnystudio.com/listener for privacy information.