Joseph V. Maugeri
CFP® professional and former Managing Director, Corporate Relations at the CFP Board who spent decades in financial planning and recently transitioned to retirement, sharing insights on the psychological and practical aspects of retirement.
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Nov 10, 2025 • 36min
How to Prepare Mentally for Life After Work – Joseph Maugeri
Joseph V. Maugeri, a CFP® pro and former CFP Board executive who recently retired, reflects on the emotional side of leaving work. He talks about surprises in identity and time, building routines and shared retirements, the SHELF framework (Socialization, Health, Experience, Learning, Finance), and using fuel versus friction to start new habits.
