Many people worry about running out of money in retirement. But what if one of the biggest retirement challenges has nothing to do with your finances? If you’re planning for retirement and wondering how to find purpose, stay connected, and avoid loneliness after leaving work, this conversation offers a fresh perspective on what it really means to prepare for the next chapter of life.

In this episode, Eric Lee explores why retirement planning is about much more than investments, taxes, and retirement income. He discusses how strong relationships, meaningful activities, and a sense of purpose can shape your happiness just as much as your financial plan. Drawing on insights from the Harvard Study of Adult Development, Eric explains why social connection plays an important role in healthy aging and emotional well-being. He also shares why couples should have honest conversations before retirement, how hobbies and community involvement can lead to lasting friendships, and why preparing for the emotional side of the retirement transition is just as important as preparing financially.

Eric discusses:

Why preparing emotionally for retirement is just as important as preparing financially
How strong relationships and social connection can improve healthy aging and life after work
Why couples should discuss expectations before retirement to navigate the retirement transition together
How hobbies, friendships, and community involvement can help you find purpose after retirement
And more!

Resources:

Harvard Study of Adult Development

Contact Eric Lee: