Amyr Rocha-Lima on the psychology of retirement part 1: The six stages of retirement

'Mentally prepare clients'

clock • 4 min read

In the first of a three-part series, Chartered financial planner Amyr Rocha-Lima explores the six stages of retirement…

Creating a financial plan for our clients is fundamental in helping them achieve the lifestyle they dream of during retirement. And just as important as the financial products we recommend is our clients' understanding of how their retirement might look when the time comes. The transition to retirement after spending, thirty or forty years at work, isn't necessarily smooth or straightforward. Retiring means a significant lifestyle change, not least a new environment and an impact on relationships. We can help our clients get into the right mindset for retirement by giving them an insi...

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