Periagoge
Scenario

When retirement financial logic conflicts with emotional attachment

We saved two million dollars but my wife wants to downsize and I cannot bear the thought of selling the house where we raised our children.

More people experience this than they realize.

What we've seen

Rational financial optimization confronts the irreplaceable meaning embedded in physical spaces and life history.

Your guide for this
Zera
Zera works with people navigating exactly this kind of situation.
Ideas that help explain it
Worth thinking about

“Where Are You with Money in retirement — making it last?”

Peri

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.