Show Notes
Retirement isn’t just a financial milestone—it’s a major life transition that reshapes your identity, routine, purpose, and sense of fulfilment. In this episode, Matthew and Joe explore how to recognise whether you’re truly ready to retire, not just financially but psychologically too.
Drawing on years of guiding clients through the journey, they discuss:
- Why retirement readiness involves more than hitting a financial number - The emotional and behavioural hurdles many people face when stepping away from work - How identity, purpose, and routine shift once the 9‑to‑5 ends - Common traps—like obsessing over figures or waiting for the “perfect moment” - How hobbies, relationships, volunteering, and part‑time work can shape a fulfilling retirement - Real client stories highlighting both smooth transitions and challenging ones - How to balance “work optional” confidence with the excitement of your next chapter
Whether you’re eagerly counting down the months, feeling unsure about what comes next, or simply curious about your long‑term plans, this conversation will help you think about retirement more intentionally and more holistically.
📩 Got questions or want help with your own retirement plan?
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Wealth of Advice are authorised and regulated by the Financial Conduct Authority, reference number 563909. Past performance is no guide to future returns. Your investments can go down as well as up, so you may get back less than you originally invested. This video is for educational purposes only and is not personal financial advice.
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