What if the biggest factor shaping your retirement isn’t the market—but your mindset?
In this episode of Retirement Readiness, Bridget Engstrom explores how behavioral finance influences the decisions people make as they prepare for life after work. She introduces the ideas of being “anchored” and “rooted” in financial planning, explaining how emotions, habits, and past experiences often guide choices just as much as numbers do. Bridget also discusses why retirement planning extends beyond dollars and dates, touching on social connections, personal fulfillment, and long-term well-being. The conversation highlights core considerations such as defining a personal retirement number and thinking through longevity risks, helping frame retirement as a multidimensional life transition rather than a single financial event.

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