Retirement Coaching in the Berkshires

We want to help you make the next phase of your life as healthy, active, and fulfilling as possible.

Often, retirement readiness is centered solely on securing retirement income – not on the mental and emotional challenges that can come with the transition to retirement. At Berkshire Money Management, we pride ourselves on coaching our clients through a broad range of concerns throughout their retirement journey, such as:

  • Making the mental transition from saving to spending
  • Avoiding the pitfalls of loneliness, boredom, and inactivity
  • Weighing the pros and cons of full retirement vs. partial retirement
  • Finding fulfilling volunteer opportunities
  • Navigating difficult end-of-life and estate planning conversations with spouses and family
  • Managing changing needs and abilities due to age and health

The transition from saving to spending

You’ve spent the last 30, 40, or even 50 years putting money away for your retirement. Now the time has come to pay yourself back!

This can be a difficult life transition for many new retirees. You may worry about spending too much. After all, you worked hard to create a secure retirement for yourself. But the reality is that, for many retirees, you may not be spending enough. That’s where the support of a trusted financial advisor comes in – we can help you overcome this mental and emotional hurdle so you can enjoy your retirement to the fullest.

Staying healthy and active

We may be your financial advisors, but we also support you in creating healthy habits in retirement because, what’s the point of retiring if you’re not going to enjoy your life?

During the financial planning process, we’ll ask you to consider how you will spend your time in retirement – beyond major bucket list items – so you won’t fall into the traps of loneliness, boredom, and sedentary living. We may encourage you to take a trial retirement for a few weeks to see how you like life without the structure and social network of your job or work with you to explore your values and set new goals. We also frequently provide our clients with resources for finding volunteer jobs, social activities, and casual sports leagues that contribute to an active and fulfilling lifestyle.