The Retirement Wisdom Podcast

Could your retirement planning use more imagination?

Registration for our next Design Your New Life in Retirement small group program is now open.

Very Early Registration discount ends November 15th. Limited to 10 participants.

Lear...

Being financially prepared for retirement doesn’t necessarily mean you’re ready for retirement. Dr. Gregory Charlop argues that a complete retirement plan should address another set of assets: the health and lifestyle side of retirement planning, and your ability to remain engaged with...

Retirement planning usually focuses on one big question: Do you have enough to retire? Daniel Goldie knows that’s not the whole story.

A former professional tennis player who transitioned into another successful career as a financial advisor in 1991, Goldie knows something about leaving one identity behind and building another. In his new book, The Retirement Answe...

We’re looking for a few lifelong learners to join us in a new free monthly discussion group

Learn more and sign up here

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Clients tell me that no matter how much they were looking forward to retirement, there comes a mom...