In this episode of "For the Wealth of It," hosts Jay Boekeloo, Brett Maikowski, and Jared Tanimoto sit down with Dr. Joy Lere, a clinical psychologist and co-founder of Shaping Wealth, to explore the often-overlooked psychological aspects of retirement. Dr. Lere discusses how our "work-centered identities" often create unique challenges when transitioning to retirement, and why she views retirement as an "existential transition" rather than just a financial milestone.

The conversation covers the importance of Dr. Brian Portnoy's "Four C's" framework for human flourishing (connection, control, competence, and context), why successful retirement planning should begin early by cultivating relationships, hobbies, and purpose outside of work, and offers actionable advice for both pre-retirees and those already in retirement that may be feeling lost in their post-career years.