Retirement Beyond the Numbers with Mike McCabe, CFP®, CPC – Part 2 (Ep. 82)
Retirement planning often focuses on finances, but the emotional and personal side can be just as impactful. What happens when work slows down, routines change, and relationships shift at home?
In this episode, Nicole Romito and Mike McCabe, CFP®, CPC, Partner & Senior Advisor at Private Vista, continue their discussion by shifting from money to mindset. They explore the emotional side of retirement, including changes in daily routines, increased time with a spouse, and the importance of retiring toward something meaningful. The conversation highlights communication, structure, and flexibility as key factors in building a fulfilling next chapter after work.
Key takeaways:
- Why open communication becomes even more important for couples in the second phase of retirement
- How clients often revisit retirement readiness for years before feeling comfortable moving forward
- The value of retiring toward purpose rather than simply leaving a career
- How routines and structure support emotional balance after full-time work ends
- Understanding mental stress when retirement is unexpected or arrives sooner than planned
- And more!
Connect with Nicole Romito:
Connect with Mike McCabe:
About Our Guest:
Throughout his career in financial services, Mike McCabe has focused on helping clients manage their financial lives in a way that supports enjoyment and fulfillment beyond the numbers. He has a strong commitment to continued learning, earning the CERTIFIED FINANCIAL PLANNER® designation as well as the Certified Pension Consultant (CPC) designation through the American Society of Pension Professionals and Actuaries. Within the firm, Mike serves on the Investment Committee, supports compliance efforts, and mentors the next generation of advisors.
Mike values a healthy work and life balance, which for him means finding satisfaction in his work while making time for golf, volunteering, exercise, movies, and meaningful time with his wife, friends, and family. He looks ahead to continued growth with modern technology, more travel, deeper community involvement, and enjoying life as a present and engaged grandfather.
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