Susan spoke with Jeremy Keil on the Retirement Revealed podcast about how Retirement is not an end goal, but the next chapter in life.

In this episode, we discussed:

  • The mantra for building a rich life mindset in retirement
  • How a structure for your daily activities can keep you from feeling lost and dejected
  • 3 secrets to leading a happy retirement
  • Tips for navigating the complex retirement landscape
  • And more!

Tune in now to learn how you can make retirement the happiest part of your life!

Jeremy is a Financial Advisor with Keil Financial Partners, in Muskego, Wisconsin.

The wealth management industry is changing. Competition for clients has increased making it harder to retain existing clients and attract new ones. Advisors need to offer enhanced services to differentiate themselves and to justify their fees. At the same time, clients have high expectations for life in retirement and are challenged as they try to adjust to this new chapter of their lives. This all makes retirement lifestyle planning a valuable new service.

Learning Objectives:

Participants will walk away with an understanding of:

  • How the financial advisory business is shifting
  • The future of client- advisor relationships
  • Trends in holistic life planning
  • Issues important to retiring business owners
  • What Retirement Lifestyle Planning is
  • The role of the advisor in this process
  • Benefits to advisors

Eric Brotman, Chief Executive Officer of BFG Financial Advisors., and Marianne Oehser, Certified Retirement Coach, host this free webinar to discuss what three things the happiest retirees have in common and how you can start planning for it now.

Secret #1:  Be Debt Free. Learn how you can reduce your debt and reach financial independence.

Secret #2:  Self Care. Learn how a healthy life can be possible and how to focus on yourself and your needs.

Secret #3:  Purpose. We all need a purpose. Ask yourself what you want to be when you grow up and start being it.

If you can think of something that you do, where you lose track of time, where it’s just effortless to do because you’re enjoying it, that’s something you have a passion for.” It was great to speak with Casey Weade of @HowardBaileyFinancial on his podcast about the unique challenges people face as they enter retirement, how to build your happiness portfolio, and what you can do to find your flow state at every stage of life.

In this podcast interview, you’ll learn:

  • What led Marianne to add retirement coaching to her relationship coaching practice – and how these two lines of work overlap.
  • Why so many relationships are ending in “gray divorce” – and how small problems between couples become major issues in retirement.
  • How to craft your retirement around the things you like to do and not what you hated about your job, even if you’re living the job optional lifestyle.
  • Why so many people end up in a “retirement funk” a few years after leaving full-time jobs – and what to do about it.

Marianne joins Eric Brotman CFP, AEP, CPWA to explore an aspect of retirement planning that’s non-financial: planning for happiness. We discussed how retirement can adversely affect a marriage, The importance of communication, what the happiest retirees have in common, and finding happiness in retirement.

  • How retirement can adversely affect a marriage
  • The importance of communication
  • What the happiest retirees have in common
  • Finding happiness in retirement


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