Jay explores the often unspoken fears and psychological shifts that retirees face as they transition from saving to spending.  He discusses the importance of understanding one's identity and purpose in retirement, the emotional realities of financial planning, and the need for a structured approach to spending. Jay emphasizes the significance of building confidence through understanding and the role of a financial advisor in navigating these challenges. The conversation also touches on estate planning, social security concerns, and the impact of recent changes in Medicare on retirees' budgeting plans.

Reach Jay at 800-351-8836.

Quality Senior Benefits

www.jaydorso.com