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The Five Stages of Retirement

Updated: May 24

Episode: RL009 - Retirement Lifestyle: The Five Stages of Retirement


The five stages of retirement are: imagination, anticipation, liberation, reorientation, and reconciliation.  We discuss the common trends people face in these stages to help you prepare for retirement.  We examine retirement stories and strategies in order to give an in depth look at these five stages.

Roshan & Erik are here to help and taking on new clients.   If you would like to review your personal financial situation, they would be happy to speak to you.


Roshan can be reached at roshan.loungani@aretewealth.com  or at 202-536-4468.  Erik can be reached at erik.olson@aretewealth.com or 815-940-4652.


To listen and learn more about the 5 stages and to subscribe, follow this link:

https://anchor.fm/roshan-a-loungani




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All opinions expressed by podcast hosts and guests are solely their own. While based on information they believe is reliable, neither Arete Wealth nor its affiliates warrant its completeness or accuracy, nor do their opinions reflect the opinion of Arete Wealth. This podcast is for general informational purposes only, and should not be regarded as specific advice or recommendations for any individual. Before making any decisions, consult a professional.



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© 2018 by Roshan Loungani, CFP®, CRPC®.  Vienna, Virginia

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