Challenges with the Mindset Shift: A Common Experience for Retirees

Our office has the privilege of not only managing client assets, but coaching folks through life milestones. I personally have met with a few of clients recently that have been experiencing what we call, “challenges with the mindset shift.”

Most investors we work with invest 30 plus years to accumulate and build their family’s net worth. One of the most enjoyable aspects of our job is to help folks understand when they can retire with a high degree of probability based on their nest egg and spending habits. However, a common occurrence we see with many of clients after this great life-achievement, is learning how to spend their hard-earned investment portfolio.

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All investing involves risk including loss of principal. No strategy assures success or protects against loss.

Securities offered through LPL Financial. Member FINRA/SIPC. Marzano Capital Group is an other business name of Independent Advisor Alliance, LLC. All investment advice is offered through Independent Advisor Alliance LLC, a registered investment advisor. Independent Advisor Alliance is a separate entity from LPL Financial.

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