Episode
The Psychology of Retirement, Ep #74
- Podcast
- UPTHINKING FINANCE
- Published
- Sep 19, 2025
- Duration seconds
- 2513
- Processing state
not_requested- Canonical source
- https://upthinking-finance.captivate.fm
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Summary
Upthinking Finance™ is now trademarked Most retirement planning tends to focus on the financial side, but on this episode of Upthinking Finance™, we welcome Dr. Sara Yogev, clinical psychologist and author of “A Couple’s Guide to Happy Retirement and Aging.” We’re digging into the often-overlooked emotional and psychological aspects of transitioning into retirement. Drawing on over 30 years of experience, Dr. Yogev unpacks why psychological preparation is just as important as financial security, and sometimes even more challenging. We explore why retirement represents one of life’s biggest transitions, the stages most people experience, and the surprises that can catch even the most financially savvy off guard. Dr. Yogev offers practical advice on how to mentally prepare for retirement, maintain purpose and connection, establish a routine that brings true satisfaction, and navigate changes within relationships. You will want to hear this episode if you are interested in... Feeling inadequate without a career identity [06:40] Focus on increasing "joy span" for successful aging and retirement [11:48] Diversify your social portfolio [16:01] How to balance time alone, together as a couple, and with family [18:16] Be adaptable and open to change in family connections and expectations [21:59] Harmonizing post-retirement relationships [27:52] Gradually incorporate big changes, like relocating for a smoother transition [35:10] Retirement requires more mental as well as financial preparation [39:09] Preparing for the Psychological Transition to Retirement Most financial conversations about retirement revolve around money—accumulating enough savings, securing income, and ensuring a comfortable lifestyle. Yet, as Dr. Sara Yogev, clinical psychologist and author of “A Couple’s Gui…