Podcasts about redefining retirement

Informed Decisions Podcast | Episode 331 In this insightful episode, Paddy engages with Dr. Gregg Lunceford - retirement researcher, Certified Financial Planner®, and author of Exit from Work: What Will the New You Look Like? -to explore the evolving concept of retirement. Gregg discusses the emotional and psychological aspects of transitioning from traditional employment, emphasising the importance of planning for a fulfilling "third age" of life. He offers valuable perspectives for those in Ireland contemplating retirement or a career pivot, highlighting strategies to navigate this significant life change beyond mere financial considerations.   Key Takeaways Retirement is a transition, not a destination Gregg emphasises that retirement today is less about stopping work and more about reshaping purpose and lifestyle in your later years. Identity and purpose need planning too Many retirees struggle not financially, but psychologically. Planning for how you'll stay engaged, socially connected, and purposeful is just as crucial as financial readiness. Partial retirement is rising Gregg discusses the growing trend of phased retirement and encore careers, where individuals continue to contribute professionally in more flexible, meaningful ways. Ireland's demographic shift mirrors global trends The Irish workforce is aging, and like in the US, people are living longer and working differently. Gregg's insights help contextualise these changes locally. Retirement success is holistic True retirement readiness includes emotional well-being, social networks, mental stimulation, and health - not just a pension fund or lump sum I hope it helps!   Gregg's book - EXIT FROM WORK: What Will The New You Look Like? eBook : Lunceford, Gregg: Amazon.co.uk: Books Gregg's book recommendation - Loaded: Money, Psychology, and How to Get Ahead without Leaving Your Values Behind  Disclaimer

Welcome back to the Shift with Elena Agar Podcast! In this episode, Elena reconnects with Millree Williams, a certified career and retirement coach, for an eye-opening conversation about what it really means to transition into retirement in today's rapidly changing world. As more baby boomers cross the traditional retirement age—and as economic shifts and workplace uncertainties push some to consider retiring earlier than planned—Millree shares his insights into the unique challenges facing professionals over 40 and beyond. But this isn't about financial planning. Instead, Elena and Millree dive into the emotional and psychological aspects of retirement, why purpose and identity matter so much in this new chapter, and how individuals – no matter their age - should always be considering the many chapters of their lives. How organizations can better support employees as they prepare for life after work. And, finally, why this support benefits the organization's bottom line. Whether you're years from considering retirement or it's coming up fast, this episode is sure to inspire you to think intentionally about your next chapter and begin equipping you with ideas for navigating the path ahead. Tune in for a candid, uplifting look at how to design a fulfilling retirement—and why it's never too early to start planning for what comes next.Time stamps:00:00 Navigating Career Transition After 4003:59 Retirement Coaching Challenges07:45 Life Transitions as Novel Chapters10:09 Shifting Job Market and Retirement Challenges14:50 "Plan for Career Change Early"18:47 Employee Well-being and Succession Benefits20:05 Retirement: Employees as Brand Ambassadors23:47 "Supporting Aging Workforce Talent"28:58 Prioritizing Time with Aging Parents30:45 Redefining Retirement for Non-Professionals35:03 "Gratitude for Discussing Key Topic"Connect with Millree on LinkedIn: https://www.linkedin.com/in/millreewilliams/Website: https://www.willekop.com/Email: millree@willekop.comFollow Elena: LinkedIn: https://www.linkedin.com/in/elenaagaragimova/Instagram: https://www.instagram.com/elenaagaragimova/Website: https://elenaagar.com/Listen on:Apple: https://podcasts.apple.com/us/podcast/shift-with-elena-agar/id1530850914Spotify: https://open.spotify.com/show/5UKh6dWcuQwJlmAOqD8wij

What if retirement wasn't the end of your story—but the beginning of your legacy? In this episode, Joe chats with Dr. Deborah Heiser, a developmental psychologist and founder of The Mentor Project, about how retirees can find purpose, connection, and fulfillment through mentorship, movement, and mindset. They explore the concept of generativity—our natural drive to give back—as a key to emotional well-being in midlife and retirement. Deborah shares how mentoring others boosts both health and happiness, why reframing retirement as an opportunity (not a decline) is essential, and how small daily habits like walking and social connection can greatly improve quality of life. Check out the show notes for EP 141 HERE  

In this episode of the podcast, the host welcomes Ari Taublieb CFP, the host of the Early Retirement Podcast, to discuss the ins and outs of early retirement. Ari shares his journey from a would-be professional soccer player to a certified financial planner disenchanted with traditional financial strategies aimed at the ultra-wealthy. He critiques the FIRE (Financial Independence, Retire Early) movement, advocating instead for Financial Independence and Recreational Employment. Ari emphasizes the importance of planning for personalized financial goals rather than adhering to broad and often misleading retirement formulas. The discussion covers a wide range of topics including the utility of brokerage accounts, the impact of taxes on retirement planning, and the 4% rule. Ari offers practical advice on achieving financial independence without sacrificing quality of life, while also offering resources like his Early Retirement Academy to help listeners design their own early retirement plans. 00:00 Welcome and Introduction to the Guest 00:39 Ari's Perspective on Early Retiremen t 02:37 Ari's Journey to Early Retirement Advocacy 04:51 Advice for Nurses Considering Early Retirement 06:09 The Power of Investing for Early Retirement 09:40 Planning for Big Expenses in Retirement 12:46 Critique of the 4% Rule and Alternative Strategies 15:04 Navigating Market Fluctuations in Retirement 15:34 The 4% Rule and Financial Flexibility 16:32 When to Seek Financial Advice 17:45 The Importance of Self-Education in Finance 18:41 Investment Accounts for Early Retirement 20:33 Tax Strategies for Early Retirement 23:05 Planning for Early Retirement 25:16 Redefining Retirement and Personal Goals 27:58 Resources and Recommendations To connect with Ari: @earlyretirementari If you want to learn about FI/RE movement, Register Here to access the FI/RE for Nurses Workshop Replays + bonuses Scrubs and Stocks Podcast is a podcast hosted by Ellaine Maala, RN, NP who is a finance educator, nurse, and owner of NursingFlowsheet LLC, which is a finance and career blog for nurses. This podcast is created to help nurses build wealth through investing in the stock market, real estate or in their own businesses. Nurses deserve options whether they want to retire early or work until retirement. If you want to connect with Ellaine, follow her on: Instagram: @nursewhoinvests TikTok: @nursewhoinvests Blog: nursingflowsheet.com , nursewhoinvests.com Download my free checklist on what you need to do before investing: PREREQ CHECKLIST “Stay Hydrated and Stay Invested!” - your rich nurse bestie SHOW DISCLAIMER: This show may contain affiliate links or links from advertisers where we earn a commission, direct payment or products. Information shared on this podcast is for entertainment purposes only and should not be considered as professional advice. The views and opinions expressed by guests on this platform are their own and do not reflect the views or opinions of the institutions with which they are affiliated. Any information provided by guests is intended for informational and discussion purposes only. It is important to note that individual perspectives may vary. The hosts and the platform do not endorse or validate the opinions expressed by guests regarding their respective institutions. Listeners are encouraged to independently verify any information provided and to form their own opinions based on a comprehensive consideration of various perspectives. Opinions are our own.

Get our FREE Relationships Toolkit! https://bit.ly/42pBf5m Retirement wasn't built with women in mind, and for many, it doesn't feel the way they expected. In this video, Jody shares her personal journey of navigating the emotional and mental challenges of retirement...like loneliness, lost identity, and outdated expectations and how she turned things around by redefining life on her own terms. She outlines seven practical actions to help you create a more fulfilling, energized, and purpose-driven retirement. If you're ready to stop drifting and start living intentionally, this video is for you. #retirement_transformed #retirementcouple #retirement BUY MARK'S BOOK! The Evolving Man: Life Virtues Men Don't Talk About USEFUL FINANCIAL TOOLS https://geni.us/new_retirement Use this link for a FREE 14 Day Trial! [Get the FREE Downsizing Guide] How to prepare to downsize your home CONNECT: Engage in our Free Facebook Community ✔️ Facebook: https://www.facebook.com/retirementtransformed ✔️ Instagram: https://www.instagram.com/retirementtransformed ✔️ LinkedIn: https://www.linkedin.com/company/retirementtransformed ✔️ Amazon Shop: https://www.amazon.com/shop/retirementtransformed ABOUT RETIREMENT TRANSFORMED Husband and wife duo, Mark & Jody Rollins, inspire and serve as personal guides to meaningful, transformational journeys for individuals who are planning for, going through or are living in retirement. This is everything in retirement beyond your financial plan. We are not financial advisors or medical experts. Any advice we give is our own and should not be taken as professional advice. This video is for informational and entertainment purposes only. Please seek professional assistance before making any financial decisions or changes that can affect your physical or mental health. FTC: Some links mentioned above may be affiliate links, which means we earn a small commission if you buy a product from the specific link. This video is not sponsored. All Content and video segments are the copyright and owned by ©Retirement Transformed and cannot be used without permission.

Advice on getting outside your comfort zone and the benefits you'll find waiting on the other side, plus some tips to help you retire well - no matter what stage of life you're in right now. Elizabeth Zelinka Parsons joins us with some great insights on this episode of the Just Say It podcast.

In this episode, we dive into the journey of Peter Lock and Susan Naber as they transition from the bustling city life of Chicago and later Florida, to the charming coastal cities of Puerto Vallarta and Mazatlan in Mexico.  With over a decade of contemplating a move abroad, Peter and Susan share their insightful and relatable experiences of relocating to Mexico, driven by the allure of lower healthcare costs, warmer climate, and a vibrant culture.  From meticulously planning their move to navigating the local communities and embracing the rich lifestyle Mexico offers, their story is both an eye-opener and a guiding light for anyone considering a similar leap.  Join us as we explore the challenges, joys, and endless possibilities of living life by design in beautiful Mexico. Tune in for firsthand advice, practical tips, and inspiring tales of expatriate life. Key Moments:  05:36 Colonial Lifestyle: Campeche's Appeal 07:52 Rethinking Retirement Plan 11:09 "Navigating Facebook Rental Success" 20:27 Minor Adjustments in New Routines 24:00 Grateful for Beautiful Surroundings 28:19 Exploring Rental Options Online 39:44 "Research Before Relocating" 42:46 Avoid Regret, Embrace Support 43:58 "Start Your Mexican Retirement Journey" Don't miss out on a free webinar, where experts cover everything you need to know about relocating to Mexico—from the best places to live to essential healthcare information for expats. Register at dreamretirementinmexico.com/webinar.

There is no one right way to retire. Even if you don't do everything you had hoped to do, you can still build a plan so that you can do more of the things you want and less of the stuff you don't. In this episode, we're Taking Back Retirement by redefining the old image and definition of this phase of life. Our hosts Stephanie McCullough and Kevin Gaines break it down in this rerun episode dating back to episode 2 from 2020.   Key topics: Redefining Retirement to What YOU Want to do  (02:12) When Things Don't Go According to Plan (07:34) How Technology is Changing Retirement (10:19) Being Realistic (12:24) Other Ways You Can Make Money While Retired (14:05) Preparing for Your #2ndHalfPlan (15:31)     If you like what you've been hearing, we invite you to subscribe on your favorite platform and leave us a review. Tell us what you love about this episode! Or better yet, tell us what you want to hear more of in the future. stephanie@sofiafinancial.com   You can find the transcript and more information about this episode at www.takebackretirement.com.   Follow Stephanie on Twitter, Facebook, YouTube and LinkedIn.  Follow Kevin on Twitter, Facebook, YouTube and LinkedIn.

Retirement isn't just about leaving work — it's about stepping into a new chapter of life with purpose and intention. But too many retirees find themselves feeling lost once they're no longer defined by their careers. Who are you now, and what will you do to stay fulfilled? In this episode, we'll discuss how to be proactive in shaping a meaningful retirement. We'll cover: ✔️ The importance of staying active and setting clear personal goals ✔️ How to redefine your identity and purpose beyond your job ✔️ Making the crucial shift from the accumulation phase to the distribution phase of your financial life ✔️ Strategies to ensure your retirement years are not just financially secure, but deeply fulfilling Retirement is your time to thrive, not just coast. Listen in and learn how to create a life you love in this next phase.  >>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>  LET'S CONNECT Show website: https://www.providencefinancialpodcast.com Find us at: https://www.providencefinancialinc.com Get to know Anthony: https://anthonysaccaro.com Anthony's book: https://morelifethanmoneybook.com Amazon Author Page: https://amazon/author/anthonysaccaro YouTube: https://www.youtube.com/c/AnthonySaccaro/featured Radio: https://www.providencefinancialradio.com Yelp: https://www.yelp.com/biz/providence-financial-and-insurance-services-inc-woodland-hills Facebook: https://www.facebook.com/Providence.FinancialInc/ Twitter: https://twitter.com/AnthonySaccaro LinkedIN: https://www.linkedin.com/in/anthonysaccaro/

In this episode of The TRU Leader Podcast, we dive into the transformative concept of encore careers with special guest Dr. Michelle Prince, author of "Creating Your Encore Career: A Guide to Finding Purpose and Prosperity in Your THIRD Act." With longer lifespans and shifting cultural norms, retirement is no longer about slowing down—it's about aligning your passions with meaningful work. Michelle shares actionable insights on redefining retirement, from planning your encore career early to exploring the balance between personal fulfillment and financial security. Through inspiring real-life stories, she demonstrates how anyone can pivot from their traditional roles to pursue work they truly love.Tune in to uncover how to leverage networking, embrace new opportunities, and design a fulfilling third act that reflects your unique values and goals. Whether you're nearing retirement or simply rethinking your future, this episode is packed with practical strategies and inspiration to help you take charge of your next chapter. Don't miss this chance to learn how to create a legacy filled with purpose and prosperity—listen now.For full show notes and links, visit https://www.missinglogic.com/truleaderIf you found value in this episode, please subscribe and leave us a review on Apple Podcasts!SOCIAL MEDIA LINKS:https://www.linkedin.com/company/missinglogic-llcSummary:This week on The TRU Leader Podcast, special guest Dr. Michelle Prince, author of "Creating Your Encore Career: A Guide to Finding Purpose and Prosperity in Your THIRD Act," explores the evolving concept of retirement, focusing on encore careers that align with personal passions and values. With people living longer and seeking meaningful work beyond traditional careers, Michelle shares practical strategies for transitioning into purposeful roles while balancing financial security and personal fulfillment. Through real-life examples, she illustrates how to navigate this life stage with flexibility, planning, and a focus on personal branding and networking. This insightful conversation redefines retirement as an opportunity for growth, purpose, and prosperity.In this podcast, business leaders navigate the challenges of high-pressure jobs, tackling burnout, micromanagement, and decision fatigue while honing emotional intelligence, communication skills, and problem-solving abilities to strengthen their leadership identity. Through discussions on leadership development, stress management, conflict resolution, and time management, listeners gain insights into achieving work-life balance, overcoming the struggles of being overworked, and fostering personal growth in the ever-evolving workplace.

Tim Ulbrich, YFP Co-Founder welcomes back David Zgarrick, PhD to share his journey into "preferment," balancing retirement, financial planning, and staying engaged through teaching and consulting. Summary In this episode, Tim Ulbrich, YFP Co-Founder, welcomes back David Zgarrick, PhD, as he shares his journey into what he calls the "preferment phase" of life. Dr. Zgarrick opens up about his transition from academia to retirement, the joy of new routines, and the power of early financial planning. He highlights the importance of staying engaged—through consulting, teaching, and meaningful activities—while keeping financial health in check. About Today's Guest David P. Zgarrick, PhD, is Professor Emeritus in the School of Pharmacy and Pharmaceutical Sciences at Northeastern University. Prior to his retirement in 2022, his positions included Associate Dean of Faculty at Northeastern's Bouvé College of Health Sciences, Acting Dean of the Northeastern's School of Pharmacy and Pharmaceutical Sciences, Chair of the Northeastern's Department of Pharmacy and Health Systems Sciences; John R. Ellis Distinguished Chair of Pharmacy Practice at Drake University College of Pharmacy and Health Sciences; and Vice-chair of Pharmacy Practice at Midwestern University Chicago College of Pharmacy. He is a licensed pharmacist, receiving a BS in Pharmacy from the University of Wisconsin - Madison and a MS and PhD in Pharmaceutical Administration from The Ohio State University. Dr. Zgarrick remains engaged in the profession of pharmacy, consulting with universities and teaching pharmacy practice management and entrepreneurship in the health sciences. His scholarly interests include pharmacy workforce research, pharmacy management and operations, pharmacy education, and development of post-graduate programs. He has published over 150 peer-reviewed manuscripts and abstracts, was co-editor of the textbook Pharmacy Management: Essentials for All Practice Settings, and authored the book Getting Started as a Pharmacy Faculty Member. He was editor-in-chief of the Journal of Pharmacy Teaching, Executive Associate Editor of Currents in Pharmacy Teaching and Learning, and is an editorial board member of Research in Social and Administrative Pharmacy. Dr. Zgarrick is active in many professional organizations, including the American Pharmacists Association (APhA) and the American Association of Colleges of Pharmacy (AACP). He served on AACP Board of Directors for twelve years in three different roles, including as Treasurer from 2016-22. Dr. Zgarrick also served on the Board of Visitors for the University of Wisconsin School of Pharmacy, the Board of Grants for the American Foundation for Pharmaceutical Education, and is a Fellow of the American Pharmacists Association. Mentioned on the Show Episode 291: Redefining Retirement with David Zgarrick, Ph.D. Facebook David Zgarrick LinkedIn David Zgarrick Instagram @davidzgarrick  YFP YouTube Channel  YFP Book a Discovery Call YFP Disclaimer Subscribe to the YFP Newsletter Tim Ulbrich on LinkedIn Tim Baker on LinkedIn YFP on Instagram YFP Facebook Group  

Retirement planning isn't about waiting until 65—it's about setting yourself up for a life you love starting right now! Today, Certified Financial Planner Benjamin Brant joins us to challenge traditional retirement thinking. What We Cover: ✅ Retirement planning starts now, not later – Why waiting to plan is the biggest mistake you can make. ✅ Dream big, but expect some ‘bad data' – How testing financial plans (and life plans!) helps you refine your future. ✅ Why trust beats performance in financial planning – A new study shows that your advisor's returns matter less than their integrity. ✅ The Monte Carlo simulation debate – What this financial tool actually tells you (and what it doesn't). ✅ Childhood dreams, stand-up comedy, and time travel? – How revisiting past joys can shape a meaningful retirement. ✅ Choosing the right financial advisor – The #1 factor to look for before handing over your portfolio. Key Takeaways:

Download our FREE Part-Time Jobs for Retirees Guide! Retiring at 65 may not be the right choice for everyone. With people living longer and enjoying fulfilling careers well beyond this age, the traditional retirement timeline might not fit modern lifestyles. Today, we'll discuss why it's crucial to view retirement as a time of reflection rather than a set age. We'll guide you through important questions about health, finances, and life goals to help you design a retirement that aligns with your well-being and aspirations. #retirement_transformed #retirementcouple #retirement BUY MARK'S BOOK! The Evolving Man: Life Virtues Men Don't Talk About USEFUL FINANCIAL TOOLS https://geni.us/new_retirement Use this link for a FREE 14 Day Trial! [Get the FREE Downsizing Guide] How to prepare to downsize your home

Join us to discover how to build a fulfilling encore career with purpose and adaptability. Cathleen is joined by Dr. Michelle Prince, a global leadership coach, human capital consultant, and author of "Creating Your Encore Career." Dr. Prince and Cathleen uncover the unique challenges and opportunities of navigating family-owned businesses, challenging generational stereotypes, and redefining retirement. You'll hear about the emotional aspects of career transitions, the necessity of personal branding, and the dual responsibility between job seekers and employers in overcoming biases. Whether you're considering an encore career or looking to challenge biases in hiring practices, this episode is full of advice to help you create purpose and impact, regardless of age. So, tune in, and let's make your next chapter legendary!   Episode Timeline:  01:02 Why creating purpose beyond retirement is crucial. 09:29 Dr. Prince helps leaders excel and coaching encore careers. 23:06 How to challenge stereotypes and practice self-discovery. 27:21 What does a fulfilling encore career look like?  37:59 Emotional well-being after career transitions. 49:45 Exploring your identity, beliefs, opportunities, and open doors. 59:54 How can work boost emotional and physical health? 01:08:57 Curiosity and questioning foster lifelong learning. 01:17:55 Surround yourself with uplifting, influential people.   Key Takeaways:  Challenging Generational and Age-related Biases: Cathleen and Dr. Prince discuss biases related to age and career transitions, highlighting the importance of curiosity and open-mindedness. Demonstrating personal strengths, adaptability, and willingness to acquire new skills is important. Redefining Retirement and Exploring Encore Careers: With increased lifespans, there is a pressing need to rethink retirement. Dr. Michel Prince emphasises the significance of planning an encore career that balances purpose and income, encouraging activities such as mentoring, freelancing, and volunteer work for personal fulfillment. Embracing Continuous Learning and Adaptability: Dr. Prince highlights the role of curiosity in her career, particularly within human resources. Her journey to obtaining a doctorate, spurred by a desire for intellectual stimulation, reflects the non-linear nature of personal and professional growth.    ABOUT Dr. Michelle Prince  Dr. Michelle Prince is a global leadership coach, HR tech advisor, human capital consultant and author. A certified leadership coach since 2006 with a doctorate in management and organizational leadership, she helps professionals and organizations achieve transformational growth. Michelle has over 30 years of corporate HR experience and now runs her consulting firm, MPrince Consulting LLC. An advocate for sustainability and empowering people to thrive, she wrote the book Creating Your Encore Career in 2024 to inspire others to craft their own fulfilling Encore Careers.    Connect with Dr. Prince: Website: https://www.linkedin.com/company/mprince-consulting  LinkedIn: https://www.linkedin.com/in/michelle-prince-dm  Buy her book: https://www.amazon.com/Creating-Your-Encore-Career-Prosperity/dp/1950336778    Connect: 
  Find | Cathleen O'Sullivan  Business: cathleenmerkel.com   Email: cmc@cathleenmerkelcoaching.com  LinkedIn: https://www.linkedin.com/in/cathleen-merkel/ Instagram: https://www.instagram.com/legendary_leaders_cathleenos/     FOLLOW LEGENDARY LEADERS ON APPLE, SPOTIFY OR WHEREVER YOU LISTEN TO YOUR PODCASTS.

Dinah Davis is no stranger to firsts. She's built her career—and her life—on a series of them. As a mathematician and cryptographer, she stood out as one of the few women in a field dominated by men. She was the first to code Bluetooth technology. She holds a variety of patents, which means she was the first to create something and she's even experienced her first retirement.Highlights from this episode:Dinah discusses her early experiences in a male-heavy tech environmentDinah reflects on the fleeting years we have with our teenagers before they head off into the world. She'll take the garbage time—the car rides, the mundane errands—because those moments often hold the most meaning. Insights into the patent process  Reflections on burnout and the concept of “first retirement”  Code Like a Girl's evolution and its impact on women in STEM  The role of AI in cybersecurity and its ethical implications  Emphasizing the importance of mentorship and women supporting each otherResourcesCode Like A Girl WebsiteCode Like A Girl InstagramDinah's InstagramDinah on LinkedInWhat did you think of today's episode? We want to hear from you!Thank you for listening today. Please take a moment to rate and subscribe to our podcast. When you do this, it helps to raise our podcast profile so more leaders can find us and be inspired by the stories our Voices of Leadership have to share. Connect with us:Voices of Leadership WebsiteInstagramBespoke Productions Hub

Dinah Davis is no stranger to firsts. She's built her career—and her life—on a series of them. As a mathematician and cryptographer, she stood out as one of the few women in a field dominated by men. She was the first to code Bluetooth technology. She holds a variety of patents, which means she was the first to create something and she's even experienced her first retirement.Highlights from this episode:Dinah discusses her early experiences in a male-heavy tech environmentDinah reflects on the fleeting years we have with our teenagers before they head off into the world. She'll take the garbage time—the car rides, the mundane errands—because those moments often hold the most meaning. Insights into the patent process  Reflections on burnout and the concept of “first retirement”  Code Like a Girl's evolution and its impact on women in STEM  The role of AI in cybersecurity and its ethical implications  Emphasizing the importance of mentorship and women supporting each otherResourcesCode Like A Girl WebsiteCode Like A Girl InstagramDinah's InstagramDinah on LinkedInWhat did you think of today's episode? We want to hear from you!Thank you for listening today. Please take a moment to rate and subscribe to our podcast. When you do this, it helps to raise our podcast profile so more leaders can find us and be inspired by the stories our Voices of Leadership have to share. Connect with us:Voices of Leadership WebsiteInstagramBespoke Productions Hub

In this eye-opening first installment, Ben Taatjes challenges conventional retirement wisdom by exploring the crucial distinction between being 'retired' and being 'Repurposed.' Discover why society's traditional view of retirement may be holding you back, and learn the fundamental concepts that can transform your retirement from an ending into a new beginning. This episode lays the groundwork for understanding how to approach retirement with purpose and intentionality.See omnystudio.com/listener for privacy information.

Summary I had the privilege to sit down with Jordan Grumet, author of the brilliant new book The Purpose Code and host of The Earn & Invest Podcast. In this conversation, Jordan shares his journey from being a physician to discovering the importance of purpose in life, particularly in retirement. He discusses the paradox of purpose, the difference between Big P and Little P Purpose, and how societal expectations can lead to anxiety around finding purpose. Jordan emphasises the need to create and build purpose rather than simply searching for it, and highlights the importance of community and connections in achieving fulfillment and happiness.  Jordan and I explore the concepts of purpose, identity, and the flawed notion of retirement. We discuss how individuals often strive for external validation through accomplishments, but true fulfillment comes from understanding one's identity and engaging in meaningful activities. Our discussion emphasises the importance of time over money, the impact of little-p purpose in life, and the common regrets people have at the end of their lives. Ultimately, Jordan encourages you to focus on the journey of life rather than the destination, and to seek out what truly lights you up. Key Takeaways Purpose is essential for a fulfilling life, especially in retirement. Big P Purpose can lead to anxiety and frustration. Little P Purpose focuses on the process and is more attainable. Creating purpose involves identifying what lights you up. Community and connections are vital for happiness. People often replace work-based purpose with similar frameworks in retirement. Meaning is about understanding our past, while purpose is about present actions. Happiness comes from both meaning and purpose working together. Investing in personal passions can inspire others, especially children. The journey to enoughness is crucial for finding true fulfillment. We often strive for external validation through accomplishments. True fulfillment comes from understanding our identity. Retirement should be viewed as a journey, not a destination. Time is always more important than money. Money is a tool, but little-p purpose moves the needle. Many people regret not pursuing their true passions. Success is less important than the effort and journey. Living with purpose can lead to a peaceful end of life. We should focus on what lights us up in life. The concept of enough is often smaller than we think. Sound Bites "We need to put purpose first." "Big P Purpose is associated with anxiety." "Little P Purpose focuses on process, not goals." "You have to build and create purpose." "Purpose is a conduit to people." "Happiness is meaning and purpose together." "You can't purpose your way to enough." "Identity is based not on goals, but on actions." "Retirement is a flawed concept." "Money is a mirage." Chapters 00:00 -Introduction to Purpose and Identity 02:31 - Jordan's Journey: From Doctor to Purpose Advocate 06:57 - The Paradox of Purpose: Anxiety vs. Fulfillment 12:39 - Big P vs. Little P Purpose: Understanding the Difference 16:31 - Creating Purpose in Retirement: The Challenge Ahead 20:52 - Building Community Through Little P Purpose 27:40 - Meaning vs. Purpose: The Journey to Enoughness 30:29 - Finding Meaning Beyond Striving 31:56 - The Challenge of Identity 34:04 - Redefining Retirement as a Journey 39:26 - The Value of Time Over Money 42:05 - The Impact of Little-P Purpose 46:27 - Regrets and Lessons from the Dying Links The Purpose Code The Earn & Invest Podcast The Super Sunday Retirement Roundup Newsletter The Skill of Spending Money in Retirement Whitepaper The Humans vs Retirement Sketchstore Book in a Time For us to Chat About Your Retirement  

Welcome back to The Midlife Makeover Show! In this inspiring episode, Wendy Valentine sits down with Amy Freese, founder and coach of The Empty Nexter, to explore how women in midlife and beyond can reclaim their identity, purpose, and joy. Amy's story of transformation from retirement blues to leading a vibrant, fulfilling life is nothing short of inspiring. With her 3D Design Strategy—Determine, Dream Again, and Discover—Amy empowers women to create their own unique “next chapter.”   Whether you're navigating an empty nest, a career shift, or searching for your authentic self, this episode is packed with actionable tips, heartfelt stories, and plenty of laughs. Don't miss the encouragement you need to dream big, embrace your gifts, and design a future that truly lights you up.   What You'll Learn: How Amy Freese overcame the retirement blues and found purpose through The Empty Nexter. The power of Amy's 3D Design Strategy: Determine, Dream Again, and Discover. Why midlife is the perfect time to evolve, grow, and embrace your authentic self. How to dream out loud, navigate fear, and push past limiting beliefs. Practical advice for taking that next step, whether it's big or small, to design your ideal life.   Episode Promotions: Join the Free Best Year Yet Workshop! Kick off 2025 with clarity, purpose, and energy! Join Wendy Valentine on January 9th, 2025, at 11:00 AM CST for the Best Year Yet Workshop. This free workshop will guide you through envisioning your dream year, energizing your goals, and embodying the life you've been craving.

Retirement isn't the end—it's the beginning. Are you ready to redefine retirement? Gone are the days of sitting idle in a retirement village. Today's retirement is about freedom, purpose, and choice! In our latest podcast episode, we break down: ✅ How to shift from the old-school retirement mindset. ✅ The secret to achieving financial independence before traditional retirement age. ✅ What it means to retire to something, not from something. ✅ Practical steps to design a life you love—on your terms. It's time to take control of your future and create the retirement you've always dreamed of.

Curiosity strikes: How does a beer truck driver become a successful attorney and an NBA liaison? Join me, Kelly Brothers, as I sit down with Paul Bossenmaier, whose journey from the driver's seat to the courtroom offers a fascinating story of career evolution and post-retirement fulfillment. Beyond his legal prowess, Paul brings a unique perspective shaped by years of basketball officiating, proving that passions outside your main career can enhance professional life in unexpected ways. Through heartfelt anecdotes, Paul shares how nonverbal communication plays a pivotal role in fostering relationships on and off the basketball court. His transition from attorney to NBA liaison and playground monitor showcases a retirement filled with purpose and joy. We hear how Paul's active engagement in new roles allows him to maintain connections with younger generations, all while enjoying the newfound freedom that comes with financial security. Explore the art of crafting a purposeful retirement plan with Paul, uncovering how his second act keeps him vibrant and inspired. From inspiring his daughter to follow in his officiating footsteps to sharing valuable retirement planning advice, Paul's story offers a blueprint for anyone seeking a fulfilling life after a long career. Whether you're planning for retirement or simply looking for inspiration, this episode reveals how staying active and maintaining purpose can lead to a rewarding post-career life. For more information on what we provide at CAPTRUST visit www.captrust.com. You can contact me, Kelly Brothers, through the show at: bisifipodcast@gmail.com To reach me at CAPTRUST visit www.captrust.com/locations/sacramento-ca/ CHAPTER SUMMARIES (00:00) Paul Bossenmaier's Retirement Success Paul Bossenmaier's unique career path includes driving a beer truck, practicing law, and officiating basketball games. (19:20) Communication and Retirement Success Nonverbal communication in NBA extends beyond verbal interactions, including informal reconciliations and post-retirement activities. (28:19) Retirement, Financial Freedom, and Purpose Paul's unique role as playground monitor and NBA liaison, his nickname strategy, and reflections on retirement and purpose. (35:25) Creating a Purposeful Retirement Plan Paul's journey from NBA liaison to inspiring his daughter to pursue refereeing, and the importance of a fulfilling second act.

Life changes aren't easy and one of the biggest, transitioning from work to retirement can cause a lot of stress and anxiety. How can you be more prepared?On this episode of the Queer Money® Podcast, hosts John and David dive into the often daunting topic of retirement planning with retirement planner Suzanne Campi. Suzanne shares insights on alleviating retirement anxieties by envisioning a desired lifestyle. She discusses her unique retirement wheel, which helps clients consider essential life aspects beyond finances, such as health, relationships, purpose, and legacy. Highlighting the importance of being proactive, nurturing community ties, and having a flexible retirement plan, the episode emphasizes that retirement planning should encompass more than just financial stability. Topics covered:00:00 Introduction to Retirement Fears00:23 Guest Introduction: Suzanne Campi01:38 Understanding Retirement Anxiety02:51 Redefining Retirement for Boomers and Gen Xers05:00 The Importance of Purpose in Retirement08:20 Building Community and Relationships09:59 Staying Active and Engaged14:28 Fostering New Friendships17:23 Balancing Friendships in Retirement18:13 Finding LGBT-Friendly Retirement Locations20:39 Planning Your Ideal Retirement23:13 Ritualizing Retirement Transitions31:24 Financial Planning for a Fulfilling Retirement35:05 Connecting with Suzanne Campi36:32 Conclusion and Upcoming EpisodesLet's connect:Queer Money InstagramQueer Money YouTubeConnect with John on LinkedInConnect with David on LinkedInMentioned in this episode:Subscribe to the Queer Money Weekly NewsletterSubscribe here to get weekly money tips, show notes, Queer Money take-aways, give-aways, access to events and more.Subscribe to the Queer Money weekly newsletter

Ep. 175 Finding Are you ready to think beyond finances when it comes to retirement? In this inspiring episode of Fearless Fridays with Maryann, we meet Sharon Rolph, a retirement and spark coach who's redefining what it means to thrive in your golden years. Known as the "Queen of Courage," Sharon introduces the four pillars of retirement—purpose, health, money, and family—and explains why your inner spark is the key to a fulfilling post-career life. At 75, Sharon shares her journey from feeling invisible to becoming a beacon of motivation for others. She reveals how identifying your essence and living from your heart can transform retirement into an exciting new chapter. Whether you're approaching retirement or already there, Sharon's wisdom will inspire you to uncover what truly matters and live courageously.

What if retirement wasn't about slowing down but instead about leveling up? In this transformative episode, Eric Brotman, financial advisor, educator, podcast host, and author of Don't Retire, Graduate, challenges the outdated concept of retirement as the end of meaningful contribution. Instead, Eric proposes a new paradigm: viewing retirement as a "graduation" into the most fulfilling chapter of life. Together, we explore why the traditional retirement model no longer fits today's realities and how to embrace financial independence, purpose, and passion in the next stage of life.   About the Guest: Eric Brotman is a seasoned financial advisor, educator, and the visionary behind the Don't Retire, Graduate philosophy. With over 30 years of experience guiding families to achieve financial wellness, Eric empowers individuals to embrace retirement as a springboard to their most meaningful pursuits. He is also the host of a podcast by the same name and a sought-after thought leader in rethinking retirement. Eric's work is dedicated to helping people craft a future filled with purpose, joy, and financial freedom. Reach: https://bfgfa.com    Key Takeaways: Redefining Retirement: Retirement is not the end of work but a transition into a chapter where work becomes optional and life becomes intentional. Breaking the Linear Path: Life doesn't have to follow a fixed sequence of education, work, and retirement. We can dance between phases, creating a personalized and dynamic journey. Financial Independence as Freedom: Achieving financial independence enables individuals to focus on what brings them joy and purpose, rather than adhering to societal expectations. Retirement's Outdated Origins: The traditional idea of retirement as "the end" stems from historical concepts that no longer align with modern longevity and aspirations. Graduation, Not the Finish Line: View retirement as a graduation—a celebration of achievements and a launchpad to explore passions, new projects, and meaningful endeavors. Customizing Your Retirement Journey: Whether it's consulting, volunteering, or pursuing hobbies, retirement can be as structured or flexible as you desire, tailored to your passions and goals. Prepare to toss your cap in the air and embrace this exciting vision for your future!   Want to be a guest on Healthy Mind, Healthy Life? DM on PM - Send me a message on PodMatch, DM Me Here: https://www.podmatch.com/hostdetailpreview/avik  Subscribe To Newsletter: https://healthymindbyavik.substack.com/ Join Community: https://nas.io/healthymind Stay Tuned And Follow Us! YouTube - https://www.youtube.com/@healthymind-healthylife Instagram - https://www.instagram.com/podhealth.club/  Threads - https://www.threads.net/@podhealth.club Facebook - https://www.facebook.com/podcast.healthymind LinkedIn - https://www.linkedin.com/in/newandnew/ #podmatch #healthymind #healthymindbyavik #wellness

What are your dreams, your passion, your vision, your purpose? Do you feel like these are slipping away as you get older, or is it just too overwhelming to figure out? Here's the truth: you're still alive, which means you're still on a mission. You just might not see the opportunities waiting for you.In this episode of Your Biggest Breakthrough, David McNally joins us to reveal how imagination fuels possibility, why contribution is the key to fulfillment, and how even grief can coexist with gratitude. From lessons learned in bombed-out playgrounds of post-war London to wisdom gained from the Maasai tribe in Tanzania, David's story offers powerful insights for anyone feeling stuck or searching for purpose.He shares his journey of resilience—from battling cancer to starting college at 72—and proves that it's never too late to find a new dream or make a meaningful impact. If you're ready to unlock your potential, live with purpose, and embrace the rest of your life with intention, this conversation will leave you inspired and equipped. Don't miss it!Chapter:[00:00] Podcast Preview[01:00] Introduction to Your Biggest Breakthrough[01:48] Dreams and Responsibilities[02:51] Introducing David McNally[04:00] The Power of Imagination and Faith[05:09] God's Limitless Imagination[07:05] Creativity in Everyday Life[10:02] The Importance of Contribution[11:03] David's Early Life and Influences[14:07] Defining Moments and Life Lessons[17:49] Redefining Retirement[20:28] The Role of Elders in Society[21:16] Lessons from the Maasai Tribe[23:28] Connecting with the Elderly[25:15] Creating Purposeful Living Programs[28:14] Supporting Aging Parents[30:15] The Inspired Elder Initiative[33:18] The Foundation of Gratitude[36:25] Overcoming Health Challenges[37:42] Finding Daily Purpose[40:10] New Dreams and Opportunities[44:15] Going Back to College[45:35] Final Encouragement and Inspiration[46:51] Closing Remarks and ResourcesResources mentioned:David McNally's WebsiteGuest's bio and social handles:FacebookYouTubeDavid McNally is a globally recognized speaker, best-selling author, and award-winning film producer with a career spanning over four decades. As a member of the National Speakers Association's Speaker Hall of Fame, David has inspired millions with his work, speaking to audiences across the world and consulting for renowned organizations like Delta Air Lines, Walt Disney Imagineers, Ameriprise Financial, and Habitat for Humanity​.David has authored several influential books, including Even Eagles Need a Push, The Eagle's Secret, and Be Your Own Brand, which have been translated into 12 languages and integrated into corporate training programs in over 20 countries. His latest book, If You're Alive, Your Mission on Earth Isn't Finished, is a guide designed to inspire those over 60 to embrace the possibilities of this vibrant stage of life.​As a film producer, David's documentaries The Power of Purpose and If I Were Brave have garnered acclaim for their inspirational impact. Beyond his professional achievements, David believes that life is at its best when we are contributing and creating. His recently launched YouTube channel, The Inspired Elder, offers weekly insights to encourage viewers to find purpose and live with intention at any ageCall to action:Make sure to visit

In this episode of The Her Retirement Podcast, host Lynn Toomey talks with Paul Long, a storyteller and thought leader in the realm of “olderhood”—a term he uses to redefine the traditional concept of retirement. They explore the outdated notion of retirement, debunk common myths, and discuss how individuals can create a new, purposeful phase of life beyond the conventional retirement years. Paul shares his insights on navigating this new reality, emphasizing health, relationships, and meaningful work. Listeners will hear about: The importance of staying relevant, active, and fulfilled as we age The dangers of entering retirement without a clear plan for purpose and fulfillment Key steps to take when approaching this new stage of life, including focusing on health, relationships, and lifelong learning Why traditional retirement can be a trap and how to create a personalized "new way forward" Whether you're nearing retirement or simply looking to live a more intentional life, this episode offers practical tips and inspirational advice for anyone at any stage. Paul Long is a speaker, writer, and founder of the platform "A New Way Forward," where he helps individuals approaching retirement redefine their later years. With a background in journalism and content creation, Paul now focuses on the intersection of aging, purpose, and transformation. He shares valuable insights on how to navigate the new reality of aging, using his experience and research to challenge outdated stereotypes. Through his content on LinkedIn, YouTube, and Substack, Paul empowers people to live a fulfilling life well into their later years.

In this enlightening episode of the Stuck in My Mind podcast, host W-I-Z-E welcomes Wendy Leggett, a retirement coach who has transformed the way we think about life beyond work. Wendy shares her journey from a successful sales leadership career to becoming a beacon for those seeking a fulfilling retirement. Wendy emphasizes that retirement planning is not just about financial security but involves a holistic approach that includes emotional, social, and mental well-being. She delves into common misconceptions about retirement and highlights the importance of finding purpose and identity beyond one's career. Listeners will discover how to bring their whole selves into retirement, engage in personal growth, and build a positive mindset. Wendy also shares practical advice for those struggling to let go of their work identity and offers insights into realistic optimism as a key to navigating this exciting phase of life. Join this engaging conversation to uncover valuable takeaways and learn how to embrace retirement as an opportunity for a vibrant and purposeful new chapter.

Arn Cenedella, founder of Spark Investment Group, is a real estate expert with more than four decades of experience, including 35 years as a Realtor navigating the unique real estate landscape in Silicon Valley, CA. Through these experiences, he developed a passion for helping others achieve their own financial freedom through investing in multifamily real estate syndications. Arn currently manages and operates a multifamily portfolio as general partner and sponsor of over 1,100 units with a total value in excess of $138M. In addition, Arn is a limited partner in over 500 units located in the Southeast and Mountain West. Through Spark Investment Group, Arn is putting his decades of real estate expertise to work for his clients, helping them reach their goals and attain the lives they've always wanted to live.   In this episode, we talked to Arn about the real estate market in 2024, retirement and his approach to “re-defining retirement”, his current real estate portfolio, his team and the key to its success, as well as what the future holds for them, and much more.   Announcement: Learn about our Apartment Investing Mastermind here.   Long-Term Investments;   02:33 Arn's background; 03:43 An insight into the real estate market; 10:15 Re-defining retirement; 12:48 Arn's current real estate portfolio; 19:21 The key to success for his team; 26:28 What the future holds for him and his team; 28:06 Round of Insights   Announcement: Download our Sample Deal package here.   Round of Insights   Apparent Failure: The 2008 crisis affected his investments. Digital Resource: His mobile phone. Most Recommended Book: Best Ever Apartment Syndication Book. Daily Habit: Working out daily. #1 Insight for investing long-term: Live below your means, invest the difference, and therefore, be one step closer to financial freedom. Best place to grab a bite in Greenville, SC: Urban Wren.   Contact Arn: Website   Thank you for joining us for another great episode! If you're enjoying the show, please LEAVE A RATING OR REVIEW,  and be sure to hit that subscribe button so you do not miss an episode.

In this enlightening episode, GBU Life's Chief Marketing Officer Lesley Mann and Wealth2K founder David Macchia discuss innovative approaches to retirement planning. They introduce the concept of a "defined benefit investor" and explore how new annuity products can provide guaranteed income for younger generations. The conversation delves into the challenges of modernizing the insurance industry, the importance of digital experiences, and the need to adapt products for changing demographics, particularly women. Mann and Macchia offer insights into creating personalized “pension plans” and the future of retirement security in America. Google's LM Notebook podcast hosts pay a surprise visit to the show. Learn more at thatannuityshow.com

Tim Baker, CFP® tackles 10 questions for those considering early retirement from sources of income, handling market volatility, health insurance options and more. Summary This week, Tim Baker, CFP®, RLP®, RICP® and Tim Ulbrich, PharmD are tackling 10 questions for those considering early retirement. They discuss sources of income in retirement, handling market volatility when no longer working, health insurance coverage options, timing to draw on Social Security, and much more. About Today's Guest Tim Baker is the Co-Founder and Director of Financial Planning at Your Financial Pharmacist. Founded in 2015, YFP is a fee-only financial planning firm and connects with the YFP community of 12,000+ pharmacy professionals via the Your Financial Pharmacist Podcast podcast, blog, website resources and speaking engagements.  Tim attended the United States Military Academy majoring in International Relations and branching Armor. After his military career, he worked as a logistician with a major retailer and a construction company. After much deliberation, Tim decided to make a pivot in his career and joined a small independent financial planning firm in 2012. In 2016, he launched his own financial planning firm Script Financial and in 2019 merged with Your Financial Pharmacist. Tim now lives in Columbus, Ohio with his wife (Shay), three kids (Olivia, Liam and Zoe), and dog (Benji). Mentioned on the Show Register for YFP webinar on October 7th at 9pm EST: Aliquot Investing: Small Investments in Big Real Estate Investing YFP Free Guide: Retirement Roadblocks: Identifying and Managing 10 Common Risks YFP Episode 291:Redefining Retirement with Professor Emeritus David Zgarrick, PhD YFP Episode 296: 5 Key Decisions for Long Term Care Insurance YFP Episode 321: Navigating Financial Conversations with Aging Parents Social Security  YFP Book a Discovery Call YFP Disclaimer Subscribe to the YFP Newsletter Tim Ulbrich on LinkedIn Tim Baker on LinkedIn YFP on Instagram YFP Facebook Group

Are you prepared to live to 100? Mike Harrison discusses retirement and what that means for most Americans. He argues that retirement should be viewed as a financial condition rather than a set age, emphasizing that true financial freedom means having the means to live life on your own terms. Click to Listen Now

In this episode of Financial Safari, Coach Pete discusses the intricacies of retirement planning, emphasizing the importance of understanding personal wealth, happiness, and the need for a structured financial plan. He introduces the concept of the 'Three C's'—Clarity, Confidence, and Control—as essential elements for a successful retirement. The conversation also touches on common mistakes in retirement planning and the significance of having a lifetime income to ensure financial security. Throughout the discussion, Coach Pete encourages listeners to explore their retirement dreams and live an abundant lifestyle, while also providing historical financial insights. In this conversation, the speakers discuss various aspects of retirement planning, including the value of real estate as an investment, the importance of having a solid retirement plan, and the role of Social Security. They delve into the intricacies of annuities as a means to secure income in retirement and emphasize the need for individuals to evaluate their financial advisors and strategies. The conversation also highlights the significance of seeking a second opinion in financial planning to ensure that one's retirement goals are met effectively.See omnystudio.com/listener for privacy information.

Summary In today's episode I'm thrilled to get to have conversation with the author of the brilliant book Creating Your Encore Career, Dr Michelle Prince  Michelle is a global leadership coach, HR technology advisor, human capital consultant and author. A certified leadership coach since 2006 with a doctorate in management and organizational leadership, she helps professionals and organizations achieve transformational growth.  Michelle has over 30 years of corporate HR experience and now runs her consulting firm, MPrince Consulting LLC. An advocate for sustainability and empowering people to thrive, she wrote the book Creating Your Encore Career in 2024 to inspire others to craft their own fulfilling Encore Careers.  Join us as Michelle and I discuss the concept of an encore career, which is a meaningful and purposeful career in the third act of life.  Michelle shares her personal journey of transitioning from a corporate HR role to becoming a global leadership coach and senior career coach and explains that many people approaching retirement age feel uncertain about what they want to do next and may not know how to navigate job searching in today's technology-driven world.  She wrote her book, 'Creating Your Encore Career,' as a step-by-step guide to help individuals in this stage of life explore their options, find fulfilment and transition into purpose driven work in their later years.  We explore the importance of a self-reflection process to identifying passions, values and interests which means that people should redefine their retirement to align with increased lifespans and evolving aspirations.  We also talk about the value of building a professional network and creating a personal brand to showcase expertise and attract new opportunities as well as exploring options like the gig economy, volunteering, entrepreneurship, or continued education  Our conversation also highlights the benefits of growth, curiosity, and exploration in an encore career, as well as the importance of financial planning and managing healthcare and insurance costs.  Takeaways An encore career is a meaningful and purposeful career in the third act of life, providing individuals with an opportunity to continue contributing and finding fulfillment. Many people approaching retirement age feel uncertain about what they want to do next and may not know how to navigate job searching in today's technology-driven world. Financial security is an important consideration when transitioning to an encore career, but it is not the primary driver. The focus is on finding work that aligns with personal values and provides flexibility and fulfillment. People in their 50s and beyond have accumulated knowledge, wisdom, and experience that make them valuable contributors in the workforce. It is never too late or too early to start planning for an encore career. Self-reflection is key to identifying passions, values, strengths, and desired work environments. Having open conversations with family members about expectations and boundaries can also help in designing an encore career. Self-reflection and identifying passions and interests are crucial in transitioning into an encore career. Expanding knowledge and skills through education and certifications can help overcome imposter syndrome and enhance credibility. Building a professional network and creating a personal brand are essential for attracting opportunities and showcasing expertise. Growth, curiosity, and exploration are key elements of an encore career, promoting wellbeing and preventing cognitive decline. Financial planning and managing healthcare and insurance costs are important considerations in an encore career. Sound Bites "An encore career is a meaningful and purposeful career in the third act of life." "Many people who are approaching retirement age feel uncertain about what they want to do next." "Financial security is important, but it is not the primary driver of an encore career." "You can create and design your own scenario" "It's important that you communicate" "Reflecting on your passions...what truly excites you" Chapters 00:00 Introduction and Personal Journey 05:16 Redefining Retirement and the Encore Career Movement 09:24 Challenges of Traditional Retirement Options 13:24 Increased Lifespans and Evolving Aspirations 18:38 Retirement Insecurity and Financial Considerations 24:13 The Value of Wisdom and Knowledge in the Third Act 26:21 Identifying Passions, Values, and Strengths 28:11 Transitioning into an Encore Career: Reflection and Passion 30:08 Building a Professional Network and Personal Brand for an Encore Career 36:07 Embracing Growth, Curiosity, and Exploration in an Encore Career 52:47 Financial Planning and Healthcare Considerations in an Encore Career Links Michelle's book Creating Your Encore Career 

Welcome to another episode of Message In the Middle with Marianne. Today, we're diving into a topic that's more relevant than ever—rethinking retirement. But instead of discussing traditional retirement, we're exploring the concept of “rewirement.” Joining us for this conversation is Jeri Sedlar, a globally recognized author, speaker, and expert on the evolving topic of retirement. Jeri is the co-author of the highly acclaimed book, DON'T RETIRE, REWIRE! 5 Steps to Fulfilling Work That Fuels Your Passion, Suits Your Personality, and Fills Your Pocket. She's also served as Senior Advisor to The Conference Board on the Mature Workforce, a member of the AARP Executive Council, and a Delegate to the White House Conference on Aging.Areas of Focus:Jeri's Journey to the "Rewirement" space - Jeri's diverse background and how it uniquely positioned her to understand the evolving needs of those approaching retirement and how it led her to co-authoring Don't Retire, Rewire! with her husband. Understanding “Rewirement” vs. Retirement - Jeri breaks down the concept, explaining how shifting our mindset from traditional retirement to "rewirement" has been proven to lead to more fulfilling and purpose-driven lives.Exploring Your Drivers - In this segment, Jeri and Marianne delve into the importance of understanding your personal drivers—those core motivators that influence your decisions and bring fulfillment to your life. Jeri shares insights from her book, Don't Retire, Rewire!, where she outlines 30 different categories of drivers and guides readers through identifying which ones resonate most with them.Linking Drivers to Activities: Marianne and Jeri discuss the significance of connecting these drivers to specific activities through a practical calendar exercise. Jeri explains how this exercise helps individuals align their daily actions with their core motivations. Dream Catching & Dream Stealers: Marianne and Jeri introduce the concept of dream catching—an exercise designed to help individuals uncover and articulate their deepest aspirations. Jeri also touches on the idea of “dream stealers,” those external and internal factors that can hinder us from pursuing our dreams.Navigating Identity Shifts: For those whose identities are closely tied to their careers, Jeri offers thoughtful advice on managing the potential identity shifts that can come with retirement. She highlights strategies for embracing this new chapter with confidence and clarity, ensuring that your sense of self remains intact and vibrant beyond your career.Connect with Jeri:  https://dontretirerewire.com/ Keep the conversation going - Join us for more insightful conversations in the Message in the Middle Private Facebook Community & subscribe to Message in the Middle podcast on your favorite listening platform. Connect with Marianne:Website: Message In The Middle with MarianneMessage In the Middle Facebook Group: https://www.facebook.com/groups/422430469323847/YouTube: https://www.youtube.com/@MessageInTheMiddle/playlistsEmail: Contact | Message In The Middle with MarianneSubscribe to Message In the Middle: Apple Podcasts Spotify

After every five guest interviews, Amy Rowlinson reflects on each of the individual episodes and focuses in on specific topics pulling on different threads and diving deeper to explore elements that piqued her interest. In this episode, exploring topics including debunking myths, shifting limiting beliefs to empowering beliefs, discipline, abundance, retirement life stages, regenerative mindsets and effective intentional living, Amy shares her Reflections with Actions from these five recent podcast episodes: 412 An Abundant Life with Mark Saxby 413 Redefining Retirement with Charlotte Mannion 414 Principles of Life with Sarah Spencer 415 The Superwoman Myth with Dr Joanna Martin 416 Fulfilling Performance with Andy Follows   KEY TAKEAWAY ‘Regardless of circumstances, you are responsible for creating and crafting your purposeful life by choosing moments that are fulfilling rather than simply filling in the moments – this is the difference between living and existing.'   BOOK RECOMMENDATIONS* Superwoman: Escaping the Myth by Dr Joanna Martin - https://amzn.eu/d/0igkVIud   The 7 Habits of Highly Effective People by Stephen Covey - https://amzn.eu/d/9P5djfM   RESOURCE https://www.gallup.com/workplace/349484/state-of-the-global-workplace.aspx   ABOUT THE HOST - AMY ROWLINSON Amy is a Life Purpose Coach, Podcast Strategist, Global Podcaster, Speaker and Mastermind Host. Helping you to improve productivity, engagement and fulfilment in your everyday life and work. Prepare to banish overwhelm, underwhelm and frustration to live with clarity of purpose.   WORK WITH AMY If you're interested in how purpose can help you and your business, please book a free 30 min call via https://calendly.com/amyrowlinson/call   KEEP IN TOUCH WITH AMY Sign up for the weekly Friday Focus - https://www.amyrowlinson.com/subscribe-to-weekly-newsletter   CONNECT WITH AMY https://linktr.ee/AmyRowlinson   HOSTED BY: Amy Rowlinson   DISCLAIMER The views, thoughts and opinions expressed in this podcast belong solely to the host and guest speakers. Please conduct your own due diligence. *As an Amazon Associate, I earn from qualifying purchases.

Are you prepared for retirement? What does retirement mean to you? Sharing how she is spending her retirement, Charlotte Mannion emphasises the importance of self-awareness, acceptance of identity shifts, and the need to embrace technological advances irrespective of age. Charlotte highlights the significance of building trust, the value of nonjudgmental behaviour, the unexpected joys of multigenerational living and how to create reciprocal relationships through volunteering. She challenges societal expectations around this chapter of life and in doing so, Charlotte is completely redefining retirement. KEY TAKEAWAY ‘You've got to enable people to have the opportunity to give back.'   BOOK RECOMMENDATIONS* Drive by Daniel Pink - https://amzn.eu/d/01lP1Iar When Work Doesn't Work Anymore by Liz Perle - https://amzn.eu/d/02gsmqj9 The Gift Relationship by Richard Titmuss - https://amzn.eu/d/04STXnCv   ABOUT CHARLOTTE Charlotte Mannion CF CIPD has worked as a coach and facilitator helping people to communicate better both face to face and in business writing.  Charlotte's approach to learning relies on participants learning by doing and that learning must be both memorable and fun. Having been Chair of Governors at a local college for seven years she's now chair of a small charity Big Breakfast Plus that serves freshly cooked breakfasts to those in need. Charlotte is continually in awe of the work of volunteers and continues to use her skills to develop and maintain their commitment to the community.   CONNECT WITH CHARLOTTE https://www.linkedin.com/in/charlottemannion/   ABOUT THE HOST - AMY ROWLINSON Amy is a Life Purpose Coach, Podcast Strategist, Top 1% Global Podcaster, Speaker and Mastermind Host. Helping you to improve productivity, engagement and fulfilment in your everyday life and work, prepare to banish overwhelm, underwhelm and frustration to live with clarity of purpose.   WORK WITH AMY If you're interested in how purpose can help you and your business, please book a free 30 min call via https://calendly.com/amyrowlinson/call   KEEP IN TOUCH WITH AMY Sign up for the weekly Friday Focus - https://www.amyrowlinson.com/subscribe-to-weekly-newsletter   CONNECT WITH AMY https://linktr.ee/AmyRowlinson   HOSTED BY: Amy Rowlinson   DISCLAIMER The views, thoughts and opinions expressed in this podcast belong solely to the host and guest speakers. Please conduct your own due diligence. *As an Amazon Associate, I earn from qualifying purchases.

Send us a Text Message.Why is it important to have a non-financial plan for your retirement? Almost everyone has some sort of financial plan because that's what we see on TV and billboards. Do you have enough money to retire? For those who do, that's not the only important question. What you do with your time and how you find a new social network, purpose, and fulfillment are also of critical importance to a happy retirement.In this program, you'll discover:9 areas that need to be addressed for a smooth transition from a career to retirement 8 key categories to a full and balanced retirementAbout Larry Jacobson:"Retirement is not the end, but rather the opportunity for a new beginning," says Larry Jacobson, a leading authority on non-fiscal retirement planning. Jacobson uses his successful business career, retirement from the corporate world, and achieving his personal dreams as a proven model for his coaching. His experience has attracted coaching clients from all walks of life, including entrepreneurs, CEOs, doctors, attorneys, teachers, and public figures.Jacobson believes retirement is not a time to stop growing, and he coaches clients to discover untapped passions. He then combines these passions with their past knowledge and experience to build a plan of action for a retirement of fulfillment and purpose. Jacobson is also known for leadership, entrepreneurship, and public speaking coaching.Successfully transitioning from CEO to sailor, Jacobson achieved his lifelong dream of sailing around the world. After that accomplishment, he transformed himself into a six-time literary award-winning author and motivational speaker. Now Buoy Coaching & Training focuses on coaching programs that rethink and redefine retirement. The groundbreaking program Sail Into Retirement combines home study and personal coaching feedback has quickly achieved notoriety in the field.A California native, circumnavigator, and adventurer, Jacobson has over 50,000 blue water miles under his keel. His books include the six-time award-winning memoir of his six-year circumnavigation, The Boy Behind the Gate, and his recent Let's Go! -- a children's version of his journey around the world. He also recently published Navigating Entrepreneurship, in which he shares solutions and practical steps to success in an online video training course. Larry lives in the San Francisco Bay Area.Get in touch with Larry Jacobson:Buy Larry's Book: https://revolutionizeretirement.com/gate Visit Rick's Website: https://larryjacobson.com/ Get Larry's Free Tools: https://larryjacobson.com/5-free-gifts/ Explore Larry's Courses: https://buoytraining.com/What to do next: Click to grab our free guide, 10 Key Issues to Consider as You Explore Your Retirement Transition Please leave a review at Apple Podcasts. Join our Revolutionize Your Retirement group on Facebook.

Al Gordon challenges the status quo of retirement planning, advocating for Covey-inspired mindset shifts. Learn how to break free from the traditional model, retire in 5 years or less, and achieve financial freedom. Click to Listen Now

Dive into resilience with Kim on the Prosperity Podcast! Amidst global uncertainties, we discuss CS Lewis' wisdom on thriving—not just surviving—in challenging times. From mindset shifts to practical financial safety nets, this episode is packed with strategies for a calm, proactive approach to life's chaos. Tune in for a life-affirming session! Prosperity Thinkers is proud to be an affiliate of the transformative Gravy Stack movement, helping individuals around the world unlock their potential and achieve financial freedom. By providing resources, tools, and mentorship, we contribute to creating a culture of abundance, possibility, and growth. Please note, that as an affiliate, we may receive compensation for our efforts. Our collaboration, however, goes beyond financial arrangements; we truly believe in the power of the Gravy Stack movement to change lives and foster prosperity. Best-selling author Kim Butler and Spencer Shaw show you how to take more control of your finances. Tune in to The Prosperity Podcast to learn more about Prosperity Thinkers' thinking and strategies today! Do you have a question you would like answered on the show? Please send it to us at hello@prosperitythinkers.com and we may answer it in an upcoming episode.   Links and Resources from this Episode For resources and additional information of this episode go to https://prosperitythinkers.com/podcasts/ https://gravystack.com/prosperity https://prosperitythinkers.com/action/     Show Notes Embracing Prosperity Thinking Amid World Chaos. Managing Fear with a Positive Mindset in Uncertain Times. CS Lewis on Living in an Atomic Age - Choosing Life Over Fear. Navigating Business Shifts and Personal Growth. Enforcing Daily Gratitude Practice for Clarity and Opportunity. Parenting as an Act of Service and Purpose. The Importance of Serving and Continuous Self-Improvement. Balancing Work with Rest and Continuous Personal Development. Encouraging Love for Work and Lifelong Labor. Redefining Retirement as Pursuit of Freedom and Independence. Must-Have Safety Nets: Disability Insurance, Life Insurance, Trusts. Building an Emergency Opportunity Fund for Liquidity and Peace of Mind. The Significance of Community and Relationships in Challenging Times. Special Listener Gift Free eBook: Activating Your Prosperity Guide. Kim Butler's groundbreaking eBook/ audiobook explains why typical financial advice may be sabotaging your wealth... and what to do instead!  Review and Subscribe If you like what you hear please leave a review by clicking here Subscribe on your favorite podcast player to get the latest episodes. iTunes RSS

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Unpack the toolbox of technology that's promising to redefine retirement planning, but does it deliver? This episode takes a critical look at the wave of innovations, from personal finance management software to online calculators, and questions whether they truly simplify the planning process or introduce new complexities. While technological advancements undoubtedly bring positive changes to the financial industry, it's crucial to acknowledge their limitations. For example, while robo-advisors and online calculators are convenient and easily accessible, they lack the personalized insight and emotional support a human can provide. Tune in as Trent and Brandon highlight some of these advantages and drawbacks so that you can leverage these tools effectively.     Here's some of what we discuss in this episode: Google is great for general information, but can easily become overwhelming in the decision-making process The rise of robo-advisors + many individual's preference for human interaction in financial advising Being careful with online calculators and cable channels dedicated to financial and economic news Getting a second opinion on the financial advice you see on social media platforms The potential risks of relying solely on digital estate planning services   Contact: Website: http://bradshawfp.com  Email: office@bradshawfp.com Call: 704-216-2260  

Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 2678: Chris Mamula challenges traditional retirement concepts in "Conquer 3 Critical Early Retirement Challenges by Redefining Retirement - Part 2", advocating for a personalized approach to retirement planning. By questioning societal norms and exploring flexible, meaningful work as part of retirement, Mamula provides insightful strategies for achieving early retirement without sacrificing personal fulfillment or financial security. Read along with the original article(s) here: https://www.caniretireyet.com/redefining-retirement/ Quotes to ponder: "Ultimately, I realized that all three of the biggest challenges we faced had the same solution. We needed to redefine retirement on our terms." "Traditional retirement planning can only take you so far. If you want to retire early, you need to develop a robust strategy with flexibility." "A job should not define who or what you are. You should be able to leave today and it not change the overall purpose or direction of your life." Episode references: The Four Hour Work Week by Tim Ferriss: https://a.co/d/ebqwn3n Man's Search for Meaning by Victor Frankl: https://a.co/d/ePqWdRN 48 Days To The Work You Love by Dan Miller: https://a.co/d/9WdfY5X Learn more about your ad choices. Visit megaphone.fm/adchoices

Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 2678: Chris Mamula challenges traditional retirement concepts in "Conquer 3 Critical Early Retirement Challenges by Redefining Retirement - Part 2", advocating for a personalized approach to retirement planning. By questioning societal norms and exploring flexible, meaningful work as part of retirement, Mamula provides insightful strategies for achieving early retirement without sacrificing personal fulfillment or financial security. Read along with the original article(s) here: https://www.caniretireyet.com/redefining-retirement/ Quotes to ponder: "Ultimately, I realized that all three of the biggest challenges we faced had the same solution. We needed to redefine retirement on our terms." "Traditional retirement planning can only take you so far. If you want to retire early, you need to develop a robust strategy with flexibility." "A job should not define who or what you are. You should be able to leave today and it not change the overall purpose or direction of your life." Episode references: The Four Hour Work Week by Tim Ferriss: https://a.co/d/ebqwn3n Man's Search for Meaning by Victor Frankl: https://a.co/d/ePqWdRN 48 Days To The Work You Love by Dan Miller: https://a.co/d/9WdfY5X Learn more about your ad choices. Visit megaphone.fm/adchoices

Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 2677: Chris Mamula shares his journey towards early retirement, tackling the complexities beyond simple savings rates and withdrawal rules. Through his experience, Mamula highlights the nuanced challenges of medical insurance, the unpredictability of financial planning, and the quest for happiness and fulfillment beyond the workforce. His insightful reflections provide valuable lessons for those contemplating early retirement. Read along with the original article(s) here: https://www.caniretireyet.com/redefining-retirement/ Quotes to ponder: "Getting any of these decisions wrong could legitimately derail our retirements." "What do I want out of life? What will make me truly happy and fulfilled?" Episode references: The 4% Rule: https://www.prudential.com/financial-education/4-percent-rule-retirement Learn more about your ad choices. Visit megaphone.fm/adchoices

Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 2677: Chris Mamula shares his journey towards early retirement, tackling the complexities beyond simple savings rates and withdrawal rules. Through his experience, Mamula highlights the nuanced challenges of medical insurance, the unpredictability of financial planning, and the quest for happiness and fulfillment beyond the workforce. His insightful reflections provide valuable lessons for those contemplating early retirement. Read along with the original article(s) here: https://www.caniretireyet.com/redefining-retirement/ Quotes to ponder: "Getting any of these decisions wrong could legitimately derail our retirements." "What do I want out of life? What will make me truly happy and fulfilled?" Episode references: The 4% Rule: https://www.prudential.com/financial-education/4-percent-rule-retirement Learn more about your ad choices. Visit megaphone.fm/adchoices

Today we will unpack the toolbox of technology that's promising to redefine retirement planning, but does it deliver? This episode takes a critical look at the wave of innovations, from personal finance management software to online calculators, and questions whether they truly simplify the planning process or introduce new complexities.   Here's some of what we discuss in this episode: The rise of robo-advisors and the ways they aren't able to keep up with comprehensive planning. Online calculators work for some things but can't take into account all the factors we can in a projection. Webinars are more common and much easier to be a part of, but Mike explains why he still prefers in-person events. Social media has its positives but it also exposes you to people that might seem like they're much more successful than they truly are. Digital estate planning services can provide some the basics for people but they don't handle complexity as well as working with an attorney does.   To get in touch with Mike, visit our website: http://principalpreservationservices.com

In this episode of the Rock Your Retirement Show, host Kathe Kline is joined by guest Barbara to discuss the challenges and experiences of moving and downsizing after years of RV living. Barbara shares her journey from living in an RV as a snowbird to downsizing and finally moving into a new home closer to family, detailing the emotional and practical aspects of the move. From unexpected costs and adjustments to the joys of being near family, Barbara provides an insightful look into the reality of major life changes in retirement. Tune in to gain valuable insights and learn about the importance of planning, adapting, and connecting with new communities during this significant stage of life.

Dr. David Zgarrick, retired professor, redefines retirement after 30+ years in academia and shares insights on embracing a fulfilling post-pharmacy life. Summary This week on the YFP Podcast, we revisit a classic episode. On episode #291, YFP Co-Founder & CEO, Tim Ulbrich, PharmD, welcomed Dr. David Zgarrick, a Professor Emeritus of Northeastern University, to the show to discuss redefining retirement. Some highlights from the episode include Dr. Zgarrick sharing his views on his next phase in life, after 30+ years in academia, as a preferment phase of his career. He shares how and why he started planning for his financial future early on in his life and career and hands down advice for new pharmacy graduates facing competing financial priorities. Throughout the discussion, listeners will hear Dr. Zgarrick speak on standout moments from his pharmacy career, the impact his financial choices have had on that journey, and ultimately his decision to enter this preferment stage of his career. He shares excitement for retirement and this next phase of his life, what he means by a preferment phase, and how retirement can be an opportunity to experience a rich, fulfilling life outside of pharmacy without the guilt of competing responsibilities. Listen for helpful advice Dr. Zgarrick took from his financial advisor regarding his first year of retirement and how factoring in a cross-country move played a role in his retirement and financial plan. About Today's Guest David P. Zgarrick, Ph.D., is a Professor Emeritus in the School of Pharmacy and Pharmaceutical Sciences at Northeastern University. His prior positions include Associate Dean of Faculty at Northeastern's Bouvé College of Health Sciences, Acting Dean of Northeastern's School of Pharmacy and Pharmaceutical Sciences, Chair of the Northeastern's Department of Pharmacy and Health Systems Sciences; John R. Ellis Distinguished Chair of Pharmacy Practice at Drake University College of Pharmacy and Health Sciences; and Vice-chair of Pharmacy Practice at Midwestern University Chicago College of Pharmacy. He is a licensed pharmacist, receiving a BS in Pharmacy from the University of Wisconsin - Madison and a MS and Ph.D. in Pharmaceutical Administration from The Ohio State University. Dr. Zgarrick taught pharmacy practice management and entrepreneurship in the health sciences. His scholarly interests include pharmacy workforce research, pharmacy management and operations, pharmacy education, and development of post-graduate programs. He has published over 150 peer-reviewed manuscripts and abstracts, is co-editor of the textbook Pharmacy Management: Essentials for All Practice Settings (5th Ed), and authored the book Getting Started as a Pharmacy Faculty Member. He was editor-in-chief of the Journal of Pharmacy Teaching, Executive Associate Editor of Currents in Pharmacy Teaching and Learning, and an editorial board member of Research in Social and Administrative Pharmacy. Dr. Zgarrick is active in many professional organizations, including the American Pharmacists Association (APhA) and the American Association of Colleges of Pharmacy (AACP). He served on AACP's Board of Directors for 12 years, including as Treasurer from 2016 - 2022. Dr. Zgarrick also serves on the Board of Visitors for the University of Wisconsin School of Pharmacy, the Board of Grants for the American Foundation for Pharmaceutical Education, and is a Fellow of the American Pharmacists Association. Mentioned on the Show YFP Planning: Financial Planning for Pharmacists Schedule a free Discovery Call with YFP Planning Connect with David Zgarrick on LinkedIn Retirement Stepping Stones: Find Meaning, Live with Purpose, and Leave a Legacy by Tony Hixon Subscribe to the YFP Newsletter Tim Ulbrich on LinkedIn YFP on Instagram YFP Facebook Group Your Financial Pharmacist YFP Disclaimer YFP Newsletter  

In this episode, Kyle Bourne discusses his journey from Orlando to Louisville, the challenges of moving during COVID, and his unique approach to the senior housing industry. He shares insights into his company, Unbridled Living, which targets the active adult sector for a distinct and innovative investment strategy. Three Key Takeaways: An Innovative Approach to Senior Housing: Kyle's company, Unbridled Living, specializes in the active adult sector, providing a hybrid of multifamily living and independent living for individuals. The approach combines affordability and independence for those not ready for full care services. Solving Affordability: Bourne elaborates on the lucrative investment potential in transforming distressed senior housing into vibrant active adult communities. This approach highlights a unique strategy that benefits both investors and the senior population The Pillars of Success: The discussion emphasizes the importance of foundational values such as integrity, perseverance, and servant leadership in the realm of business and investments.  "As Nelson Nash said, 'You have to build long-term. Everything in my life that people have chased short term has never worked out well for them.'" - Kyle Bourne Question: What aspect of the active adult sector in senior housing resonates with you the most? Is it the affordability, the focus on independence, or the long-term investment strategy? Connect with Kyle Bourne: Linkedin: www.linkedin.com/in/rkylebourne Website: www.unbridledliv.com

Today, I'm talking with Jamie Hopkins, the Director of Private Wealth Management at Bryn Mawr Trust and a leading voice in the retirement income planning space. As the co-creator of the RICP designation, Jamie helped reshape how retirement income planning was being taught – filling a much needed gap in our industry and resulting in a complete shift in how advisors help clients secure their financial futures. In this episode, Jamie shares his motivations for getting into financial services and a ton of advice for advisors who want to build a winning practice that stays relevant in a fast-paced digital world. 3 of the biggest insights from Jamie Hopkins… The story of how Jamie co-created the RICP program, which more than 20k advisors have gone through. This certification redefined retirement income planning for financial services and has led to better retirement advice for millions of Americans. Are you really offering comprehensive planning? Jamie explains many advisors don't, but claim they do. He then shares advice for how you can limit your scope of services without losing your clients to competitors who offer holistic planning. As AI and technology continue to sweep the financial advisory space, Jamie shares ways advisors can prepare their practice to thrive in the future. JOIN THE DBDL INSIDER CREWTo become a DBDL Insider and get VIP access to free resources and exclusive content, text "DBDL" to 785-800-3235. *Message and data rates may apply. Reply STOP at any time to opt-out of receiving text messages.SHOW NOTEShttps://bradleyjohnson.com/43FOLLOW BRAD JOHNSON ON SOCIALTwitterInstagramLinkedInFOLLOW DBDL ON SOCIAL:YouTube - Full InterviewsYouTube - Clips from the ShowTwitterInstagramLinkedInFacebookDISCLOSURE These conversations are intended to provide financial advisors with ideas, strategies, concepts and tools that could be incorporated into the advisory practice, advisors are responsible for ensuring implementation of anything discussed is in accordance with any and all regulatory and compliance responsibilities and obligations.