Live Webinar

August 13, 2025 | 1:00 PM Central

Saving for a successful retirement involves developing an ability to delay gratification: putting off spending now to create wealth that will allow for spending in the future. Sometimes, that skill can “overdevelop” over the years, to the point that retirement brings with it a sense of reluctance or even guilt to spend money. So, all that saving to create an aspired-for life can end up in a “failure to start” state!

Join financial advisor Joel Cundick to learn about the mental shift involved in the retirement transition from saving to spending, with ideas about allocating your spending on what will be most meaningful to you:

How to evaluate whether you can spend more
How to frame the increase in spending when your brain keeps telling you to save more
Which types of investment accounts lend themselves better to spending vs. deferral for inheritance
The best ways to give charitably
How to work with the next generation to prepare them to be inheritors of wealth (or not!)

While all are welcome to attend our webinars, this event is designed for individuals who anticipate having at least $750,000 in investable assets within the next year.

Sign up for this webinar

First Name*

Last Name*

Email*

Phone*

Zip*

To provide you with the best experience and most relevant content, please provide an estimate of your investable assets.*

Are you planning on hiring a financial advisor in the next 12 months?

What is or will be your primary source of retirement income?

Comments

I consent to sharing my information with Savant. By proceeding, you agree to receive communication from Savant. You can opt out at any time.

Savant By the Numbers

17K+

Clients Served

1986

Year Established

46

Savant Offices*

202

Employee Member-Owners

$38.4B+

Client Assets - AUM & AUA**

**As of 10/1/2025. **Client assets (as of 9/30/2025) refers to client assets under management (AUM) $37.1b and client assets under advisement (AUA) $1.3b.

Savant Wealth Management is an independent, fee-only wealth management firm providing comprehensive financial advice and services to individuals, families, and businesses across the nation.

At Savant, our advisors combine Wall Street knowledge with Main Street values to help you pursue your ideal future. And since we’re majority owned by our employees, what’s important to you is of the utmost importance to us. When you work with Savant, we believe you’ll have peace of mind knowing we’re always in your corner.