The Surprisingly Hard Part of Retirement Nobody Warns You About

Most retirement conversations are about saving enough. Today, Sean’s talking about the other side of that. What happens when you've saved, you're there, and you still can't bring yourself to spend it?

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Most retirement conversations are about saving enough. Today, Sean’s talking about the other side of that. What happens when you’ve saved, you’re there, and you still can’t bring yourself to spend it? It’s more common than people admit. And it can quietly rob you of the retirement you worked so hard to build. A great financial plan’s purpose is to both protect you and give you permission to spend and enjoy your life.

Here’s what we discuss in this episode:

💸 Spending Shift: Moving from saving to spending is difficult

⚠️ Fear of Running Out: Uncertainty creates hesitation

🧭 Income Clarity: Understanding how money flows builds confidence

🚧 Guilt Barrier: Emotional resistance can hold people back

📅 Plan to Spend: A clear process makes spending easier

 

Go inside the episode: 

0:00 – Intro

1:17 – Where’s Marc?

2:12 – Spending Problem & Fears

4:10 – Income Basics

6:21 – Guilt Factor

8:39 – Planning to Spend (The Process)

Looking Back From The Mountaintop

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MEET YOUR HOST...

For over a decade, Sean Lee has helped families reach and maintain their financial goals. As a trusted advisor, he coaches and assists his clients with their financial goals by focusing on the fundamentals and takes a practical and personal approach when working with them.

As a trusted professional in Utah, Sean has been featured in The Wall Street Journal’s Market Watch, The Deseret News, The Salt Lake Tribune and USA Today. He has also been featured as a local financial advisor on Utah’s NBC station, KSL 5.

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Questions for Sean?

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(801) 639-0095

slee@erg-slc.com

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