S9E9 Preparing for the Psychological Side of Retirement with Dr. Joy Lere
In this episode of Money & Meaning, host Jeff Bernier is joined by Dr. Joy Lere, a licensed clinical psychologist and co-founder of Shaping Wealth. They examine retirement as more than a financial milestone, focusing on the shift in identity, purpose, and daily structure that comes with leaving a career. Joy shares how unmet expectations, loss, and identity challenges can shape the transition, along with practical ways to prepare by building a meaningful life outside of work and continuing to contribute beyond a paycheck.
Topics covered:
- Retirement as an existential transition, not just a financial one
- The gap between expectations and reality in life after work
- Normalizing loss, stress, and emotional complexity in transitions
- Building a life outside of work before retiring
- Balancing meaningful work with other areas of life
- Continuing purpose and contribution beyond a paycheck
- Identity challenges when stepping away from a long-held role
- Shifting mindset from “what you do” to “who you are”
- Identifying needs fulfilled by work and finding alternatives
- Avoidance and delaying difficult transitions
- Processing grief and loss in major life changes
- Holding both joy and grief during life transitions
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TandemGrowth Financial Advisors (“TandemGrowth”), a registered investment adviser, is providing this podcast which is intended for general educational purposes and is not personalized investment advice.
Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com)
🎧 Tune in to rethink how you approach wealth, happiness, and personal growth.
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We’d love to hear your ideas on topics you’d like covered in future episodes! Please feel free to email: moneyandmeaning@tandemgrowth.com.
Editing and post-production work for this episode was provided by The Podcast Consultant.
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