Hi Reader,

Retirement can look comfortable on paper and still feel unfamiliar once your daily routine, identity, and sense of purpose begin to change.

How can you prepare for the emotional transition along with the financial one?

"A lot of those fears will sit in their body, then they'll physically get sick or physically start having headaches."

ARLENE NELSON

How Women Can Prepare Emotionally for Retirement

In this episode, I speak with Arlene Nelson, retirement confidence coach and founder of Arlene C. Nelson Coaching, about the emotional side of retirement for women.

We explore identity shifts, fears around money and living alone, and why retirement preparation can include more than reviewing your accounts.

Arlene shares her own difficult first month of retirement, while we also look at practicing retirement before your final workday and taking small, manageable steps toward the life you want to build.

Key points:

• How losing a work routine can raise unexpected questions about identity, purpose, relationships, and daily life.
• Why women who are newly divorced or widowed may experience retirement as an especially significant identity shift.
• How fears about money can have emotional roots that influence the way women think about retirement decisions.
• Why taking one manageable action can make the next financial or personal decision feel easier to approach.
• How practicing your retirement lifestyle beforehand can help you learn what feels realistic before you leave work.

You can catch every episode of The Simply Retirement Podcast on the website - or on your favorite podcast app.

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The Simply Retirement Toolbox

👉​ What Issues Should I Consider When Establishing My Charitable Giving Strategy?​

If you’re planning to give to charity before December 31, now is a good time to decide what you want to give and how you’ll give it. Some gifts take longer to complete than others, so getting started now gives you time to weigh your options and get the details in order before year-end.

Use this checklist to think through:

• Which causes you want to support and what you hope your gifts will accomplish
• How much you can give while keeping enough set aside for your own needs
• Whether to give cash, investments, or other assets
• Which giving options fit your goals and timeline
• How your gifts may affect your taxes and whether you may qualify for a deduction

If you’d like help deciding what to give or how to make the gift, reach out soon so we have time to review your options together before year-end.

Have more questions about retirement planning? Just hit reply to this email. I read and respond to every message. 😃

Keeping Retirement Simple,

Eric Blake, CFP®

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