Many retirement savers assume the anxiety will lift once they hit a certain number.
Maybe it’s $1 million. Maybe $2 million. Maybe $5 million or more.
And then the account crosses the line, the headlines turn ugly, and the worry is still there.
A recent Wall Street Journal headline put it bluntly: “Even Rich Retirees Fear Outliving Their Money.”
In this episode, I’m sharing new research from Fidelity that helps explain why having “enough” so often still doesn’t feel like enough.
I’m also sharing the four things I consistently see in retirees who feel genuinely secure.
Here’s what you’ll learn:
- The retirement planning factor that more than doubles confidence
- A cognitive concept that explains why retirement anxiety has very little to do with your account balance
- The question many well-prepared retirees still can’t answer — and why ignoring it can be so costly
Not one of the four pillars has anything to do with the size of your portfolio.
Which raises the real question: what’s actually keeping wealthy retirees up at night?
Listen To This Episode On:
When You’re Ready, Here Are 3 Ways I Can Help You:
- Schedule a Free Retirement Strategy Session. Get your questions answered + learn how we can help you improve retirement success and lower taxes.
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+ Episode Resources
- Schedule a Free Retirement Strategy Session
- Fidelity’s 2026 State of Retirement Planning Study
- 72% of Americans Say They Will Retire on Their Own Terms as They Embrace a New Playbook
- Fidelity’s 2025 Retiree Health Care Cost Estimate
- Even Rich Retirees Fear Outliving Their Money
- Schroders’ Retirement Study Reveals 62% Don’t Know How Long Their Money Will Last
- Financial Anxiety and Stress Among U.S. Adults (FINRA and GFLEC)
- Schwab’s 2025 Modern Wealth Survey
+ Episode Transcript
Publishing soon!
Disclaimer
This podcast is for informational and entertainment purposes only, and should not be relied upon as a basis for investment decisions. This podcast is not engaged in rendering legal, financial, or other professional services.




