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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.

Visit www.bluemonarchfinancial.com for more details, to see upcoming events, and to book a complimentary consultation with Brigette Engstrom and the team at BlueMonarch Financial.

What if the biggest factor shaping your retirement isn&rsquo;t the market&mdash;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 &ldquo;anchored&rdquo; and &ldquo;rooted&rdquo; 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.
Visit <a href="https://bluemonarchfinancial.com/">www.bluemonarchfinancial.com</a> for more details, to see upcoming events, and to book a complimentary consultation with Brigette Engstrom and the team at BlueMonarch Financial.

Wisdom and guidance for your retirement journey just landed on your favorite streaming platform.  Blue Monarch Financial Services brings you Retirement Readiness, your resource for on-the-go financial and retirement solutions to help your golden years take flight and flourish.

On each episode, your host Brigette Engstrom, Founder and CEO of Blue Monarch Financial Services, will share her experience, knowledge, and personal stories to help you cultivate greater empowerment and confidence in your own financial journey.  Whether your retirement is still in its beginning stage or already in flight, Retirement Readiness with Brigette Engstrom is your go-to companion for transforming your retirement into a bright and purposeful new beginning.

Wisdom and guidance for your retirement journey just landed on your favorite streaming platform.&nbsp; Blue Monarch Financial Services brings you Retirement Readiness, your resource for on-the-go financial and retirement solutions to help your golden years take flight and flourish. On each episode, your host Brigette Engstrom, Founder and CEO of Blue Monarch Financial Services, will share her experience, knowledge, and personal stories to help you cultivate greater empowerment and confidence in your own financial journey.&nbsp; Whether your retirement is still in its beginning stage or already in flight, Retirement Readiness with Brigette Engstrom is your go-to companion for transforming your retirement into a bright and purposeful new beginning.

Retirement Readiness

Wisdom and guidance for your retirement journey just landed on your favorite streaming platform. Blue Monarch Financial Services brings you Retirement Readiness, your resource for on-the-go financial and retirement solutions to help your golden years take flight and flourish.

On each episode, your host Brigette Engstrom, Founder and CEO of Blue Monarch Financial Services, will share her experience, knowledge, and personal stories to help you cultivate greater empowerment and confidence in your own financial journey. Whether your retirement strategy is still in its beginning stage or already in flight, Retirement Readiness with Brigette Engstrom is your go-to companion for transforming your retirement into a bright and purposeful new beginning.

Wisdom and guidance for your retirement journey just landed on your favorite streaming platform. Blue Monarch Financial Services brings you Retirement Readiness, your resource for on-the-go financial and retirement solutions to help your golden years take flight and flourish.
On each episode, your host Brigette Engstrom, Founder and CEO of Blue Monarch Financial Services, will share her experience, knowledge, and personal stories to help you cultivate greater empowerment and confidence in your own financial journey. Whether your retirement strategy is still in its beginning stage or already in flight, Retirement Readiness with Brigette Engstrom is your go-to companion for transforming your retirement into a bright and purposeful new beginning.