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Hi Reader,
Retirement can look settled financially and still leave you wondering who you'll be when your career and title change.
How do you prepare for the parts of retirement that don't show up on a financial statement?
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"Intellectually, we know we have enough. You've told us we have enough. It's on the paper, I have enough. But emotionally, it is a scary place."
KELLY OTTMAN, PHD
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Retirement for Women: Identity, Purpose, and Life After Work - Part 1
In this episode, I sit down with Kelly Ottman, PhD, Professor at Milwaukee School of Engineering and Executive Leadership Coach at Leadership Portals, LLC, to explore her research on how executives experience retirement.
We look at why women may enter retirement with broader identities and social networks, yet still struggle with losing credibility, purpose, and voice.
Kelly also shares what she learned about spending anxiety after years of saving, the role of financial and non-financial planning, and why retirement may be better viewed as a period of renewal, repurposing, and possibility.
Kelly Discusses:
- Why retirement can challenge identity even when someone feels financially prepared to leave a long career
- How women’s broader social roles can support retirement while the loss of professional credibility still hurts
- Why some retirees know they have enough on paper but still need confidence and permission to spend more freely
- How financial planning and non-financial planning can address different parts of the retirement transition
- Why retirement plans need room for changing health, family circumstances, relationships, and personal priorities
- And more!
You can catch every episode of The Simply Retirement Podcast on the website - or on your favorite podcast app.
CLICK TO TUNE IN 👇
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Related Links & Resources
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👩👩👧👦 Connect & Participate
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The Simply Retirement Toolbox
👉 What Issues Should I Consider If I’m Concerned About Outliving My Assets?
The possibility of outliving their assets is a major concern, especially as you approach or enter retirement. Helping plan for longevity is a critical part of building a financial plan that balances income, risk, and legacy goals.
This checklist helps guide those who are worried about running out of money in retirement, and covers:
- Lifestyle assumptions and spending expectations
- Guaranteed income sources like Social Security, pensions, and annuities
- Portfolio withdrawal strategies and tax coordination
- Housing assets and insurance-based solutions
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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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Retirement Is More Than Just a Math Problem.
Learn how our 3-step process can help you successfully navigate this decades-long transition—without overpaying the IRS!
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All investing involves risk including loss of principal. Results will vary. Past performance is no indication of future results or success. Market conditions change continuously.
Information here is provided, in part, by third-party sources. These sources are generally deemed to be reliable; however, neither Blake Wealth Management nor RFG Advisory guarantee the accuracy of third-party sources. The views expressed here are those of Blake Wealth Management. They do not necessarily represent those of RFG Advisory, their employees, or their clients.
This commentary should not be regarded as a description of advisory services provided by Blake Wealth Management or RFG Advisory, or performance returns of any client. The views reflected in the commentary are subject to change at any time without notice.
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RFG Advisory is an SEC-registered investment adviser. SEC registration does not constitute an endorsement of RFG by the Commission, nor does it indicate that RFG or any associated investment advisory representative has attained a particular level of skill or ability.
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