Many assume that hitting a $2.5 million savings milestone means instant financial freedom in retirement. But as today’s episode reveals, having substantial wealth doesn’t automatically mean you’re ready to retire. One of the most complex situations financial advisors encounter isn’t a lack of money—it’s uncertainty, fear, and the challenge of transitioning from accumulating wealth to using it wisely.In this episode, host Adam Olson explores a real-life client case study: a couple in their early 60s with $2.5 million in retirement savings, yet they found themselves paralyzed by financial unknowns. From market downturn concerns to tax-efficient withdrawal strategies, they struggled with key decisions that kept them from stepping into the retirement they had worked so hard to achieve. The husband, despite financial security, remained tied to his job because his identity and purpose were wrapped up in his career.Listeners will gain powerful insights into: • Why a high net worth doesn’t guarantee retirement readiness. • The key financial and psychological roadblocks keeping people from retiring. • How to create a guaranteed income stream for retirement stability. • The importance of defining purpose beyond work to avoid an unfulfilling retirement. • How the right planning process can provide clarity, confidence, and financial peace.If you’re wondering whether you’re truly ready to retire—or if you’re stuck in financial indecision—this episode is a must-listen. Take the first step toward financial confidence by clicking the link below for a personalized retirement assessment and discover what’s truly possible for your future.“Retirement isn’t about reaching a magic number—it’s about building a plan that gives you peace of mind, financial security, and a purpose-driven future.” - Adam OlsonLearn more about Adam Olson by visiting the following links:FacebookPersonal WebsiteBusiness WebsiteRetirement Quiz--Investing involves risk, including loss of principal. Be sure to understand the benefits and limitations of your available options and consider all factors prior to making any financial decisions. Any strategies discussed may not be suitable for everyone. Securities and advisory services offered through Mutual of Omaha Investor Services, Inc. Member FINRA/SIPC. Adam Olson, Representative. Mutual of Omaha Investor Services is not affiliated with any entity listed herein. This podcast is for educational purposes only and may include references to concepts that have legal and/or tax implications. Mutual of Omaha Investor Services and its representatives do not offer legal or tax advice. The information presented is subject to change without notice and is not intended as an offer or solicitation with respect to the purchase or sale of any security or insurance product.Mutual of Omaha Investor Services and its various affiliates do not endorse or adopt comments posted by third parties. Comments posted by third parties are their own and may not be representative or indicative of other's opinions, views, and experiences.