Kim PotgieterHost
Jason AppelGuest
Michael AveryHost
And, you know, this is not a new subject, but often let's start where most financial planning conversations don't, the emotional side.

And we don't talk about this when it comes to choosing whether or not to leave the home you've been in and raised the children in.

Well, Michael, maybe just to share, I'm not going into retirement, but I'm an empty nest.

And I need to leave my family home right now because I've got many bedrooms that have got no people sleeping in them.

And when I walk down that passage and I see all those empty rooms, it's a continual reminder that there's an imminent change in my life that I need to take care of.

And I think, I mean, I can just talk for myself firstly before I get to clients.

You're doing all the things that you should be doing and you're living in the present and you're living in the moment.

And then this time just creeps up on you when your children are no longer living at home and you do have these homes that are actually meant for five or six people and there are two of you living in it.

It has so many things that we used to do in it that we kind of are holding on to that.

And we're holding on to this thought that they're going to come home for the holidays.

And I can talk many hours about it, but I won't do that because of this attachment that you're actually feeling to this part of your life that you've absolutely loved.

And this new chapter, whether it's retirement or whether it's midlife, it feels new.

And, you know, this is not a new subject, but often let's start where most financial planning conversations don't, the emotional side.

And we don't talk about this when it comes to choosing whether or not to leave the home you've been in and raised the children in.

Well, Michael, maybe just to share, I'm not going into retirement, but I'm an empty nest.

And I need to leave my family home right now because I've got many bedrooms that have got no people sleeping in them.

And when I walk down that passage and I see all those empty rooms, it's a continual reminder that there's an imminent change in my life that I need to take care of.

And I think, I mean, I can just talk for myself firstly before I get to clients.

You're doing all the things that you should be doing and you're living in the present and you're living in the moment.

And then this time just creeps up on you when your children are no longer living at home and you do have these homes that are actually meant for five or six people and there are two of you living in it.

It has so many things that we used to do in it that we kind of are holding on to that.

And we're holding on to this thought that they're going to come home for the holidays.

And I can talk many hours about it, but I won't do that because of this attachment that you're actually feeling to this part of your life that you've absolutely loved.

And this new chapter, whether it's retirement or whether it's midlife, it feels new.
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