S2E7: Overcoming Retirement Anxiety: Real Stories from Judy and David Morast-Morin

In this heartfelt episode, host Amanda Stilwell is joined by longtime clients Judy and David Morast-Morin as they open up about their personal journey into retirement—what Amanda lovingly calls “life after work.” Amanda guides Judy and David through an honest discussion about the emotions and challenges that come with leaving the workforce, reevaluating financial security, and redefining what the next phase of life looks like.

From a chance seminar invitation about Social Security to meaningful one-on-one consultations, Judy and David share how education, transparency, and a trusted partnership helped them navigate Social Security, Medicare, and investment options. Hear how a supportive “retirement tour guide” can bring clarity, confidence, and peace of mind—not just for you, but for your loved ones as well.

Whether you’re approaching retirement, supporting someone who is, or simply wanting to understand the process, tune in for candid stories, expert insights, and actionable advice that make retirement planning less overwhelming—and a lot more empowering. Let’s walk into this next phase with confidence and clarity—together.

Clarity Financial Solutions and The Wealth Boutique have not provided any compensation for, and have not influenced the content of, the testimonials shown. The testimonials shown have been invited, have been selected from among all client feedback, have been shared with each client's permission, and are not necessarily representative of the experience of other clients. To our knowledge, no other conflicts of interest exist regarding these testimonials.