Caleb and Riley discuss new research that highlights four phases retirees go through in retirement. The researchers found that our experiences, priorities, and attitudes tend to change and evolve as we transition through each phase. Join us as we unpack these phases and understand them so that we head into retirement with more curiosity and a sense of adventure to explore new possibilities.

Learn more about:

  • The four retirement phases and how to pinpoint where you are on the retirement journey timeline so you can be prepared for what is coming next
  • How to get unstuck and reach greater success and fulfillment if you are feeling that retirement just isn’t working out right
  • Enhancing your retirement by knowing what is most important to focus on in each retirement phase

Memorable Quotes:

  • “During our working years, most people view retirement as a destination, a milestone in life they look forward to with excitement and perhaps a bit of agitation. Once we progress throughout retirement, retirees discover retirement is far more than that: It’s a new journey, a potentially lengthy new chapter of life full of both challenges and opportunities.”
  • “As you transition through each phase, give yourself time to adjust, then reflect on how it feels and what may or may not be working for you.“
  • “Even in phase 4, retirees continue to lead active, enjoyable, and satisfying lives. Among retirees in this phase of retirement, 92% look back on life with deep gratitude, 83% say they have grown more resilient, and 84% still say they are looking forward to the years ahead.“


Hosted by Caleb Miller and Riley Anderson of InvestorDNA

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