Part 2: Transitions in Retirement: A Whirlwind of Change

Hosted by Dan Veto, CSA

Retirement is often portrayed as a rather uneventful chapter in our lives. But for most of us, retirement will be filled with significant changes and transitions. Identifying these transitions and understanding what they entail is crucial to making the most of your retirement. In the first session of this two-part workshop, Dan identified some of the most common and important transitions that can occur in retirement. In this second session, he’ll be looking at common retirement transition patters and the impact the timing of these transitions have on your financial security and overall satisfaction in retirement.

Full Access only $99

Workshop Instructor

During this workshop you will learn:

  • Identifying common transition patterns and likely outcomes
  • Understanding the implications of transition sequence and timing
  • Adjusting your overall retirement plan to anticipate these transition
  • Learning what specific steps to consider when you identify these patterns

Full Access only $99

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Well, really this is for anyone who is planning their own retirement. It’s focused on people who are saying 5 to 10 years on either side, but this same information is important to anyone who is planning for their own retirement.
Yes, Retirement Researcher Academy member, you will keep your membership price, as long as you do not cancel.
What you learn as a member of the Retirement Researcher Academy can help you act as your own second opinion to ensure that your advisor is providing sound recommendations and implementing those recommendations appropriately. This will give you even more Peace of Mind that you are on the right path.

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Frequently Asked Questions

The testimonials appearing on this page are not representative of all client opinions of Retirement Researcher or the Retirement Researcher Academy. Client experiences can and likely will vary from the experiences reflected herein. Retirement Researcher does not provide direct or indirect compensation in exchange for the testimonials shown. As such, it is not expected that material conflicts of interest arise with respect to the testimonial providers. Testimonials should not be viewed as the sole determining factor in obtaining or retaining an adviser’s services, and do not guarantee client satisfaction, success of a particular service or investment, or financial outcome. Past performance does not guarantee future results. All investing comes with risk, including risk of loss.

Dan Veto, is a Retirement Life Stage Specialist. He has spent over 2 decades studying the retirement life stage by examining the retirement experience of 100,000 individuals and speaking directly with people in approximately 100 locations from all walks of life about the exciting promise and critical new responsibilities associated with increasing longevity and the changing nature of retirement.

Total Return

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Understanding and Interpreting Annuities and Annuity Contracts Main Page

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Non Financial Side of Retirement Main Page

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Investment Deep Dive

Why The Markets Work Main Page

Taming the Factor Zoo – Making Sense of Investment Risk Factors

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Sustainable Spending from Investments Main Page

How Do Bonds Work? Making Sense Of Bond Returns

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Factor Investing: Research and Practice Main Page

Ongoing Investment Management Main Page

Finding the Right Balance on Rebalancing

Retirement Income Challenge

RIC – DAY 1

RIC – DAY 2

RIC – DAY 3

RIC – DAY 4