This is a recording of a webinar done for our clients in August 2023. In the webinar, we discussed retirement tips that go "beyond the numbers".
Besides money, what makes a successful retirement?
We interviewed 4 retired financial planners about what their retirements have been like, and what they wish they knew before retiring.
We cover 3 main topics:
- Preparing For the Emotional Transition - Identity, Purpose, Self-Worth Outside of a Career
- A Plan for Health and Wellness - Physical and Mental Wellbeing in Retirement
- Adjusting Your Lifestyle to Retirement - Daily routines, social interactions, new sense of structure and freedom