Non-Financial Retirement Tips From Retired Financial Planners

Non-Financial Retirement Tips From Retired Financial Planners

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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