Preparing to Transition to Retirement [Video]
by Financial Design Studio, Inc. / December 19, 2023Retirement is a huge transition that we have to prepare for both financially and emotionally. In this video, Stephanie Geisler, LPC, discusses how retirees can work through the emotions and set themselves up for success.
You can connect with Stephanie Geisler, a Licensed Professional Counselor, HERE! Listen to our full conversation in episode 32, “Transitions with Emotional and Financial Contexts with Stephanie Geisler” on the Behind the Designs podcast.
If you have more questions about how to prepare financially or emotionally for the transition to retirement, reach out! Our team would love to see how we can help bring confidence to you and your family.
Thanks for watching!
Ready to take the next step?
Schedule a quick call with our financial advisors.
Recommended Reading
How to Set Financial Goals (According to a Coach) [Video]
Many aren't sure how to set financial goals. In this video, ICF coach Sarah Fincher shares how she works with her clients on their goals.
Impactful Giving: Tax Strategies and Vetting Charities [Video]
We all want to make a difference with impactful giving. In this video, find out how to evaluate charities and employ tax-efficient strategies.
Financial Design Studio, Inc.
We are financial advisors in Deer Park and Barrington, IL. A team with a passion for helping others design a path to financial success — whatever success means for you. Each of our unique insights fit together to create broad expertise, complete roadmaps, and creative solutions. We have seen the power of having a financial plan, and adjusting that plan to life. The result? Freedom from worrying about the future so you can enjoy today.