Retirement isn’t just about stopping work; it’s about starting something new.

What happens after the celebration, the rest, and the first few months off?

In this episode, Dan Reese, CFP®, shares how creating a rhythm, not a rigid routine, can bring meaning, fulfillment, and balance to your retirement years.

He also explains how tools, planning, and a little structure may help retirees feel more confident about how they spend their time.

Dan discusses: 

• The psychological shift from a structured work schedule to open retirement time, and why having no calendar at all can feel overwhelming
• The importance of creating a “retirement rhythm” that includes regular fitness, faith-based, social, and mentally stimulating activities
• How having something on the calendar, whether it’s travel, events, or weekly routines, can add structure and anticipation
• How ChatGPT can be a creative tool to help retirees plan weekly routines
• The need to balance structure with flexibility, leaving room for spontaneity while still maintaining core habits that support well-being
• And more!

Resources:

• Carson Wealth Retirement Readiness Quiz
• Explore retirement checklists, planning guides, and lifestyle tools – Avery Wealth Insights

Connect with Dan Reese, CFP®:

• Call our office at (517) 783-1695
• Avery Wealth
• LinkedIn: Avery Wealth
• LinkedIn: Dan Reese, CFP®

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