EXCELSIOR CAPITAL PRESENTS

What Happens When High-Achievers Retire?

Join us in an engaging conversation with Susan Latremoille, Co-Founder of Next Chapter Lifestyle Advisors, as she talks about how advisors can help people transition successfully into retirement and create a meaningful life after they retire.

Podcast: What Happens When High-Achievers Retire?

Join us in an engaging conversation with Susan Latremoille, Co-Founder of Next Chapter Lifestyle Advisors, as she talks about how advisors can help people transition successfully into retirement and create a meaningful life after they retire. Susan discusses the challenges of retirement and how it can affect marriages, the importance of financial advisors providing more holistic services to clients such as financial therapy, and how to evaluate whether an advisor is suitable for your needs. She will also provide insight into a five-step process that helps individuals and couples transition from confusion to excitement in their next chapter of life.

Key Highlights

[00:01 – 08:53] Opening Segment

  • Susan co-founded Next Chapter Lifestyle Advisors to help advisors and their clients’ transition successfully into retirement
  • Common issues of retirement include disillusionment after achieving a “retirement dream” or buying one’s way to happiness

[08:54 – 17:25] Rewiring Yourself for a New Chapter

  • Susan developed a 5-step process to facilitate the process
  • An assessment of lifestyle priorities and motivations using SuccessFinder
  • A deep dive discovery with exercises to tap into the psyche of the person
  • Creating a Clarity Matrix from the results of Steps 1 & 2
  • Building a Happiness Portfolio on a Rich Life Platform
  • Periodic Rewire It Check-in calls to ensure people stay

[17:26 – 24:09] Avoiding “Gray Divorce” and Achieving Holistic Wealth Management

  • Retirement is not a word in the vocabulary of many older people who are still living active lives
  • The transition to retirement can cause marital discord due to the change in roles and responsibilities
  • Family offices are the ideal place to provide services that help couples prepare for retirement

[24:10 – 30:40] Unlocking the Value of Financial Therapy

  • Advisors need to provide value add services such as financial therapy, financial wellness, and holistic relationship building
  • To attract millennials, advisors need to provide a holistic approach and be a sounding board for life’s journeys
  • When evaluating an advisor, it is important to have a guided conversation with the client and look for trustworthiness in the relationship

[30:41 – 33:50] Closing Segment

Connect with Susan:

www.nextchapterlifestyleadvisors.com 

www.linkedin.com/in/susanlatremoille 

Download our FREE Strategizing for Inflation Guide here!

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