Stressing Out Right Before Retirement

Are you on the brink of retirement and maybe starting to get a little bit nervous? If so, it’s important to know that you’re not alone. I just recently spoke with a brand new client of ours that I had met three or four months ago. He decided to become a client based on our communications and the fact that we can help him retire and he’s going to be retiring in December.

And four months ago when we spoke, he wanted us to help him. We set up a nice plan. We talked about everything that he needs to know so he could retire comfortably. That’s the reason that he hired us because he knows that at Providence Financial, that’s what we do. We help people retire and make sure that their investments are set up properly so they can get the income they need in retirement without having to worry about running out of money.

And after bringing him on board and several conversations and meetings, everything was well. Well interestingly enough, I just recently got a frantic voicemail from him and the message was clear that he was actually just afraid to retire.

Listen in to find out why that was and how we addressed his worries.