Amyr Rocha-Lima on the psychology of retirement part 2: Eight ways to help clients adjust

'Reconciliation'

clock • 5 min read

In the second part of his series on the psychology of retirement, Chartered financial planner Amyr Rocha-Lima explores eight ways advisers can help their clients adjust to life in retirement

Retirement is an idealistic dream of lazy days, sun-kissed beaches, endless rounds of golf and all the time in the world to get things done. The reality of retirement, for some clients at least, can be very different. Retiring involves a definite transition and mindset shift, as outlined in the first article of this series, The six stages of retirement.  Part of our value as financial planners is to help our clients prepare mentally for retirement, so their transition is as comfortable and enjoyable as possible.  Here are eight tips that explain how: 1. Reconciliation It is wi...

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