Episode 231: Why Financial Planning Alone Won't Prepare You for Retirement

Episode 231: Why Financial Planning Alone Won't Prepare You for Retirement

June 2, 2026 · 43 min · Season 2 · Episode 31

About this episode

The episode discusses the non-financial aspects of retirement and the importance of planning for lifestyle changes.

In this episode of ’Retire with Style’, Wade Pfau and Alex Murguia discuss the non-financial aspects of retirement with Jason Rizkallah. They explore how relationships change during retirement, the importance of maintaining social connections, and the need for communication between spouses. The conversation also touches on balancing time spent together and apart, as well as the significance of leading a healthy lifestyle in retirement. The hosts emphasize the importance of planning and discussing these changes before and during retirement to ensure a smooth transition. In this conversation, Jason Rizkallah discusses the various lifestyle changes that come with retirement, emphasizing the importance of building new routines, finding purpose, and maintaining social connections. He highlights the challenges of unstructured time and the need to adapt to aging, while also encouraging a positive outlook on these transitions. The discussion covers practical strategies for navigating retirement successfully, including the importance of planning and fostering relationships. Listen now to learn more! Takeaways Relationships may change significantly after retirement. Engaging in hobbies can…

People in this episode

Hosts: Wade Pfau, Alex Murguia

Guest: Jason Rizkallah

Topics covered

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