About this episode

This episode explores the emotional and psychological aspects of transitioning into retirement with Dr. Sara Yogev.

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…

People in this episode

Host: Emerson Fersch

Guest: Dr. Sara Yogev

Topics covered

• psychological aspects of retirement
• emotional preparation for retirement
• transitioning into retirement
• maintaining purpose in retirement
• navigating relationships post-retirement

Keywords

• retirement planning
• psychological preparation
• financial security
• successful aging
• social portfolio
• relationship changes
• mental preparation

Mentioned in this episode

Books & works: A Couple’s Guide to Happy Retirement and Aging

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