In this episode of the Intelligent Retirement Podcast, James M. Matthews is joined by marriage and family therapist, Ashley Quamme. The conversation delves into the complexities of identity shifts within relationships, particularly during transitional phases, like retirement. It highlights the psychological layers involved in the transition into retirement and the importance of communication in navigating these changes.

Key Takeaways

• Communication within families may lack a roadmap during transitions.

• Identity shifts during life transitions can affect both individuals and couples.
• Understanding who we are in new phases of life is crucial to navigating change.
• Psychological layers play a significant role in identity changes.
• Couples may experience shifts differently based on their circumstances.
• Identity change can lead to questions about partnership roles.
• Navigating these changes requires open dialogue.
• Support systems are essential during identity transitions.
• Recognizing individual and shared identities is important.
• Embracing change can strengthen relationships.

Chapters

00:00 Introductions

06:30 The Think, Feel, Do Model in Therapy

09:02 Transitioning into Financial Therapy

12:07 Navigating Retirement Transitions

14:18 Identity Shifts in Retirement

17:08 Common Familial Disputes During Retirement

19:49 Legacy Planning and Communication

21:38 The Importance of Ongoing Conversations in Legacy Planning

25:27 Navigating Family Dynamics and Financial Conversations

31:32 Challenges in Blended Families and Estate Planning

34:44 Embracing Flexibility in Retirement Planning

38:23 Finding Meaning and Joy in Retirement

Resources

Beyond the Plan

Planning and Beyond Podcast

The Wealthy Marriage

Ashley Quamme on LinkedIn

This podcast is for informational purposes only and should not be considered tax, legal, or investment advice. Although the information has been gathered from sources that are believed to be reliable, please keep in mind that individual situations may vary. Therefore, the information should only be acted upon when coordinated with individual professional advice. Guest speakers and their firms are not affiliated with, or endorsed by, Park Avenue Securities, Guardian, Intelligent Retirement, or Consolidated Planning, and all views and opinions stated are their own. Guardian, its subsidiaries, agents, and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. All investments and investment strategies contain risk and may lose value. James Matthews is a Registered Principal and Financial Advisor of Park Avenue Securities, LLC. Securities products and advisory services are offered through Park Avenue Securities, member FINRA, SIPC. James Matthews is a Financial Representative of The Guardian Life Insurance Company of America, New York, New York. Park Avenue Securities is a wholly owned subsidiary of Guardian. Consolidated Planning and Intelligent Retirement are not affiliates or subsidiaries of Park Avenue Securities or Guardian. 7981006.1, exp 05/2027.