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Retirees are faced with a dilemma when they retire: How much do you want to spend, vs keep in your savings each year?

After years of saving, shifting to spending in retirement can feel uncomfortable—it’s a complete mindset shift. Many retirees struggle to move from a scarcity mindset to an abundance mindset, where they feel confident using what they’ve saved.

This save-or-spend dilemma is very common, and we see it with almost every client we work with. Let’s explore each and I’ll show you how to find the right save vs spend balance for your retirement needs.

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Chapters:
00:00 Introduction
00:17 The Save-or-Spend Dilemma: From Scarcity to Abundance
00:53 Why Not Spending Enough in Retirement is a Bad Thing
02:04 Why Not Spending Enough in Retirement is a Good Thing
03:30 Finding a Healthy Balance
04:24 Michael and Karen, 66 and 64, Can Now Spend More Freely
07:01 Robert and Susan, 70 and 68, Balancing Spending and Legacy Goals

Disclaimer: The videos and opinions on this channel are for informational and educational purposes only and do not constitute investment advice. Neither Christopher Liew nor Blueprint Financial provide specific investment recommendations. For investment advice, please consult a registered professional. This channel is not responsible for any investment actions taken by viewers based on these videos.

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