Pre-tirement is the art of shifting gears, not slamming the brakes. It’s gaining traction as people seek purpose, flexibility, and financial sanity. The future isn’t “retired vs. working” - it’s a creative remix of both.
Thank you for this extremely thoughtful message! What strategies do you recommend for initiating conversations with a partner about lifestyle changes as one approaches this 'pre-tirement' phase, ensuring both parties feel heard and aligned in their expectations?
Thanks for the question. The earlier the discussions start the better. I think of it as I did when working with high net worth clients. Regular conversations during good AND bad times! The more dialogue along the way, the better the exchange of ideas we’ll in advance of “pre-tirement”
Love the pre -tirement tips!
Thank you for this extremely thoughtful message! What strategies do you recommend for initiating conversations with a partner about lifestyle changes as one approaches this 'pre-tirement' phase, ensuring both parties feel heard and aligned in their expectations?
Thanks for the question. The earlier the discussions start the better. I think of it as I did when working with high net worth clients. Regular conversations during good AND bad times! The more dialogue along the way, the better the exchange of ideas we’ll in advance of “pre-tirement”
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Helpful 🙏