The Psychology of Retirement: From Saver to Spender

Key takeaways: 1) Bucketing your portfolio to align with spending needs 2) Hedging against market downturns 3) Investing for the Long Term Hey...... Welcome to my channel! I'm Josh Volgarino. With over a decade in the wealth management industry, Josh enjoys helping entrepreneurs, Tech Professionals, and sales professionals gain clarity and manage their wealth as they pursue their current adventure. Josh is a Certified Financial Planner (CFP®), Chartered Financial Consultant (ChFC), Wealth Management Certified Professional (WMCP), and Certified Exit Planner (CExP). Josh’s passion for financial planning was inspired by his father, a CFO; growing up, their conversations centered on wealth and entrepreneurship. Josh and his wife, Grace, are based in Cedar Rapids with their two children, Eliza and Judah. They are active in their Church. Josh enjoys serving on the Cedar Rapids Care Network and Junior Achievement boards, cooking with his wife, helping his parents on their hobby farm, playing golf with friends and clients, and training for Spartan races while listening to business and history podcasts.