Episode 16: The Art of Retiring with Susan Latremoille

The Future-Ready Advisor

Ever thought retirement was just about saving enough money for the golf course and sunny days in Florida? Think again. Today, I'm joined by Susan Latremoille, a pioneer in the retirement coaching arena, as we uncover the less talked about emotional and psychological shifts that hit you when your 9-to-5 turns into endless free time. This isn't your typical chat about nest eggs; it's an enlightening session on how to keep your life's fulfillment meter running high when the office lights go out.
As we navigate through the SIPS framework—a lifeline for a thriving retirement—we reveal why structure, identity, purpose, and social connections are as critical as your financial health. Susan's dual expertise as a financial advisor and retirement coach provides a unique perspective on avoiding the retirement blues. We share anecdotes and advice that'll help you rediscover joy and engagement, while financial advisors listening in will learn how to enrich their practice by weaving these elements into their client relationships.
Wrapping up, we stress the significance of looking at retirement through a holistic lens, well ahead of your farewell party. We delve into why it's crucial to align personal interests and motivations with retirement plans, ensuring the transition is as smooth as it is rewarding. With Susan's arsenal of resources for individuals and advisors alike, we're handing you the tools to craft a golden era that's as rich in purpose as it is in pleasure. So, tune in, and let's redefine retirement together into a journey that's about much more than just kicking back.
Links mentioned in the episode:
www.nextchapterlifestyleadvisors.com

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What’s Next?

Staying Ahead of the Curve: Insights for Financial Advisors
In today's rapidly evolving financial landscape, how do you continue to thrive and better serve your clients? As an industry veteran for over 25 years, I understand the unique challenges facing financial advisors.
I have a wealth of resources to help you navigate these challenges:

• Visit my website at https://www.samsivarajan.com/resources to download a free behavioral coaching guide and a free goals-based investing case study, packed with tips and strategies.
• While you're there, don't forget to explore my bestselling books at https://www.samsivarajan.com/books. These books provide readers with further insights and guidance on how we can make better decisions - in investing, at home, and in the workplace.
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