Show notes
Get your customized planning started by scheduling a no-cost discovery call: http://bit.ly/calltruewealthMany retirees spend decades building wealth, only to struggle with using it once they retire. If you've ever wondered, "Can we really afford this?" or found yourself hesitating to spend despite being financially secure, you're not alone.In this episode, Tyler Emrick, CFA®, CFP®, discusses why so many retirees struggle to spend confidently and how ongoing financial planning provides clarity around life's biggest financial decisions. Through real client stories, Tyler explains how retirement planning goes far beyond managing investments—it's about helping people confidently use the wealth they've spent a lifetime building.In this episode, Tyler covers:Why nearly 40% of retirees struggle to spend their savings.The shift from saving for retirement to spending in retirement.Real client stories about relocating and helping adult children financially.Why regular planning reviews create confidence.How a good advisor helps clients evaluate options and make better financial decisions.Have questions?Need help making sure your investments and retirement plan are on track? Click to schedule a free 20-minute call with one of True Wealth's CFP® Professionals.http://bit.ly/calltruewealth Our website: https://www.truewealthdesign.com/ Phone: 855.TWD.PLANContact our team: https://www.truewealthdesign.com/contact-a-financial-advisor/ Schedule your no-cost discovery call: http://bit.ly/calltruewealth Check out our other no-cost financial resources here: https://www.truewealthdesign.com/financial-resources/ Facebook: https://www.facebook.com/TrueWealthDesign/ LinkedIn: https://www.linkedin.com/company/true-wealth-design/ X: https://x.com/truewealthdesgn Watch the show now on YouTube: https://www.youtube.com/channel/UCjENBHOti-IEJFqeydZm_Fg?sub_confirmation=1

