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Legacy Transitions

Oct 21, 2019

Today we’re looking at some realities of retirement: the discussions you will have with your employers, strategies for transitioning your role instead of outright retiring, the work opportunities available to you after you retire from your career, and how you can ultimately take control of your life in retirement.


Oct 14, 2019

Today’s episode focuses on three common but avoidable retirement challenges: when your spouse realizes that they don’t want to live the same retirement that you do, coping with a solo retirement after the unexpected loss of a spouse, and the sluggishness that can creep in if you aren’t proactive.


To learn more,...

Oct 7, 2019

Why is it taking so long to shift into retirement?


A lot of people ask this — and it’s usually because they tried to make the shift alone! People tell themselves that asking for help is a weakness, that it’s a waste of money. How could not working be hard? The ads sure make it look fun!


If only it were...

Sep 30, 2019

When is the right time to retire?


Answering that question isn’t as easy as just picking the year you turn 65 — there’s a lot more to consider, and a lot of questions you should ask yourself to determine what makes the most sense for you and your family.


So, today, I’m going to go over what these questions...

Sep 16, 2019

Today, I want to walk all of you through an assessment that we think everyone should take before they start planning for retirement. People often think succession planning is awkward to talk about, so a lot of the things we cover in this survey have been largely ignored by corporate teams over the past few years — but...