My business partner wants to use our company's cash reserves as a bridge to retirement, but I think we need to keep that money invested in the business until we can sell it properly. We're both 65 and tired, but we have completely different risk tolerance about whether the business can survive long enough to be worth more later.
More people experience this than they realize.
Two people must balance immediate financial security against uncertain future gains while their energy for risk-taking diminishes.
“Where Are You with Money in retirement — making it last?”
Peri can explain why this happens, help you decide if this is the right situation for you, and point toward the right journey or coach.
If this sounds familiar, the Library can help you find the bigger picture.