THE FINANCIAL COMMUTE
Hosted by Wealth Advisor Chris Galeski, THE FINANCIAL COMMUTE is a weekly podcast that gives the rundown on what's going on in the current market, how it affects you, and what you can do about it – all designed to fit into your commute. Each week Chris welcomes an expert guest, including Morton Wealth advisors, fund managers, and investment analysts, to break down complex financial topics. Our goal for this podcast is to provide you with the tools to help you navigate this challenging environment, leading to a path of more confident investing.
THE FINANCIAL COMMUTE
From Earning to Living: The Retirement Mindset Shift
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Retirement isn’t just a financial transition. It’s a psychological one. In this episode, host Chris and Wealth Advisor Priscilla Brehm explore what it means to shift from earning a paycheck to living off your wealth, and why this transition can feel more challenging than expected. They break down the four phases of financial life (survival, accumulation, preservation, and distribution) and focus on the often-overlooked shift into retirement.
Tune in if you’re interested in…
- The four seasons of financial life and why the transition to retirement can be so difficult
- How to replace your paycheck and create confidence in retirement income
- Why mindset matters just as much as math when leaving the workforce
- The concept of ikigai and how to find purpose in retirement
- How to avoid common pitfalls like over-monitoring your portfolio or underspending
- How thoughtful planning can help you enjoy your wealth