Semi-Retirement

August 14, 2024 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 have saved at least $500,000 for retirement. Our presenters typically speak with that in mind.

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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.