You Can’t Put a Price on Mental Freedom

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This is a prime reason why many near-retirees and retirees decide to shift from active to passive investing. It’s not always due to underperformance or complexity, but because individual stocks come with emotional baggage: ego, stress, and distraction.

Eliminating the “What’s Next?” Fear: This reminder is especially powerful in retirement, where your most precious resource is no longer money—it’s time. When you shift from “What’s my portfolio doing?” to “What am I doing with my life?”, the clarity is liberating. In that light, here are several key reflections to take away:

📌 Active investing can become a tether between your ego and your portfolio, pulling you away from peace of mind

📌 Time spent monitoring investments or scrolling endlessly online is time lost that could be used for your health, passions, or family

📌 The most valuable “return” you can pursue in retirement may not be financial—it may be reclaiming your attention and identity.

Ask yourself: Is your portfolio working for you—or are you working for your portfolio?