Exploring the Retirement Mindset with Kevin Sebesta: EDU #2520

May 14, 2025

Exploring the Retirement Mindset with Kevin Sebesta: EDU #2520

Chris’s Summary:
Jim and I welcome Kevin Sebesta from the Rock Retirement Club in this Dialogue EDU episode to explore the retirement mindset and why preparing for life after work goes beyond just the numbers. Kevin shares lessons from his own journey and the broader retirement community about identity, purpose, and what makes a fulfilling transition.

Jim’s “Pithy” Summary:
Chris and I welcome Kevin Sebesta to this Dialogue EDU episode for a conversation that veers off the usual technical path and gets into something trickier—the retirement mindset. Kevin’s a retirement coach and longtime member of the Rock Retirement Club, and he joins us to talk about the emotional challenges of leaving work.

Kevin shares lessons from his own early retirement and what he’s learned working with hundreds of other retirees—plus a few gems that made even me and Chris stop and think. We get into why so many savers have a hard time flipping the switch to spending, the tension between saving and spending, and how tools like the Fun Number™ can help reframe your mindset around using money for more than just security.

Podcast: Play in new window | Download (Duration: 57:36 — 26.4MB)

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