Question?

Join the conversation and feel free to submit a question to our experts.

Submit a question

Listen.

Listen in on our hour-long show, from Monday-Friday 12-1pm on KPRC AM 950

Subscribe.

Stay up to date and have the STA Weekly Report and 401k Plan Manager emailed to you.

Subscribe

Insights.

Read STA's Featured Articles

Read More

Dr. Paul Chafetz, PhD

Print Friendly, PDF & Email

Transitioning to Retirement – Are You Mentally and Psychologically Ready

Scott Bishop, Director of Financial Planning for STA Wealth Management hosts a special edition of STA Money Hour with guest Dr. Paul K. Chafetz, PhD. Dr. Paul and Scott spent the hour talking about the issues that follow several of life’s transitions including when a person retires or sells their business – by creating both a financial plan and by understanding the psychology of the life and lifestyle challenges that are faced during these transitions.  They also discussed Dr. Paul’s “Self Assessment” that can be found here or you can download it.

Since 1982, Dr. Paul K. Chafetz, clinical psychologist, has focused on mental health, psychological health, and forensic services. Dr. Chafetz studied clinical psychology at the University of Florida, Duke University Medical Center, and the Texas Research Institute of Mental Sciences.  Paul has worked with many patients to make sure that they are ready to succeed in “all of life’s transition’s – including assessing whether you are “mentally and psychologically ready for retirement”.

Paul has been on the radio and published many pieces on these topics and you can find them at www.paulkchafetz.com.

Contact STA

Thank you for your interest in STA Wealth Management!

Whether you are looking for someone to partner with you in protecting and growing your assets, or you are an experienced financial advisor interested in joining the STA team, we want to hear from you. Please call us or email us, and we’ll be in touch as soon as possible!

Houston Headquarters

CityCentre One
800 Town & Country Boulevard, Suite 410
Houston, TX 77024

Phone:

281.822.8800


Sugar Land Office

Granite Tower
13131 Dairy Ashford, Suite 150
Sugar Land, TX 77478

Phone:

281.652.5303


Woodlands Office

21 Waterway Avenue, Suite 300
The Woodlands, TX 77380

Phone:

281.822.8800


Email

Info@stawealth.com

For directions to our Houston office, click here.