How Great Advisors Help Clients Face the Fear of Retirement
Some clients are more than financially ready to retire, but still can’t bring themselves to do it. The real issue often isn’t the numbers. It’s the fear of losing identity, structure, and purpose after decades of work.
In this episode of Root Ready, James explores how to support clients who feel stuck at the edge of retirement—not because they can’t afford to step away, but because they’re unsure who they’ll be when they do. Drawing on Viktor Frankl’s work on meaning and Riley Moynes’ four phases of retirement, the conversation dives into the emotional and psychological side of this…
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