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Business

Andrew Rosen, CFP®, CEP

Retirement Dating 2.0: Before You Jump, Test the Waters

Diversified LLC Florida

An older man relaxes on the beach with a tablet.

One of my favorite concepts for those approaching retirement or newly retired is retirement dating. I wrote about in my article For a Happy Retirement, Try ‘Retirement Dating’ First and thought it could use a refresh, hence the 2.0 in the headline. As I’ve described this little concept to clients, it has seemingly grown in how many areas of your life it touches and even to whom it is applicable.

Original concept of retirement dating

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