Beyond The Numbers – Transitioning Into Retirement with Dr. Jacquelyn B. James (Ep. 28)

By TheRetirementEngineer | August 21, 2024

Have you ever wondered what it truly takes to be happy and fulfilled in retirement beyond just having a solid financial plan?

Retirement isn’t just about financial stability – it’s about designing a life that’s fulfilling and joyful.

In this episode, Jim Kruzan, CFP®, CRPC®, sits down with Dr. Jacquelyn B. James, the Founding Director of the Sloan Research Network on Aging & Work to explore the emotional, social, and psychological aspects of retirement that are just as crucial as the financial aspect.

Tune in as Jackie talks about the importance of emotional and social preparations and the long-lasting impact these factors can have on your overall retirement satisfaction!

Talking points include:

How retirement is more than a one-time financial event; it’s a gradual and complex transition
Why it’s important to prepare psychologically for retirement (just as much as it is to prepare financially!)
How the emotional and social aspects of retirement require as much planning as the financial aspects
The “honeymoon phase” of retirement and how to sustain fulfillment once it fades
Maintaining a sense of purpose and finding meaningful activities post-retirement
Managing increased time with a spouse and staying connected to support networks
And more!

Resources:

Connect with Jim Kruzan:

Connect with Jacquelyn James:

About Our Guest:

Dr. Jacquelyn B. James (Jackie) is the founding director of the Sloan Research Network on Aging & Work and past co-director of the Center on Aging & Work at Boston College. She has dedicated her career to studying the intersection of aging, work, and retirement, and she brings a wealth of knowledge on how individuals can prepare psychologically and socially for this significant life transition.

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