Interviews and Podcasts

Interviews and Podcasts

Interviews and Podcasts

Interviews and Podcasts

Interview and Podcasts

Episode 76: 9 Steps to a Rich Life Retirement with Susan Latremoille

In this week’s episode, Lynn hops on a Zoom call with Susan Latremoille to discuss 9 steps to a rich life in retirement.

Susan spent over 35 years as a wealth advisor assisting clients to financially plan for their retirements. She saw a common thread among her clients. Having enough money to retire was only a piece of the retirement puzzle. It was the non-financial side that had the greatest impact on the predictability of a successful retirement. Susan is a Partner in Next Chapter Lifestyle Advisors.


Prime Time Money Interview – Susan Latremoille

Listen to Susan Latremoille being interviewed on Prime Time Money on Zoomer Radio about her new book, 9 Steps to a RichLife Retirement. Susan explains the reason why she wrote this book, the cornerstones of a RichLife and the steps to building a Happiness Portfolio.

Don Akchin with Marianne and Susan – Retirement Workshop Video

Retirement coaches Susan Latremoille and Marianne Oehser answer questions about finding a new purpose in retirement and other aspects of the transition from the world of work.

Coaching through Life Changes

Life changes are almost inevitable, but some can’t handle them as well as others.

As a coach, have you ever wondered if you’re equipped to help your clients go through major life events?

In the latest episode of People Potential with Amanda, Susan Latremoille, founder of SuccessDNA, which offers a proven program that uncovers “the driving force behind what motivates you to take action while providing clarity, direction, self-knowledge, and understanding”.

3 Steps for Living a Rich Life in Retirement

Tune in to learn the secrets of living a Rich Life in retirement ( and we are not just talking about money!) Find out if you have the right mindset to live a happy and fulfilling life in retirement.

Clarity Generates Confidence

Susan Latremoille, the Co-Founder and Partner, Next Chapter Lifestyle Advisors, discussed retirement planning, in particular, finding life after a career that was meaningful and enjoyable. Susan works with financial advisors, their firms, and their clients to address the non-financial lifestyle issues of retirement. She discovered an amazing tool called the Successfinder which is a proven program that uncovers the driving force behind what motivates an individual to take action while providing clarity, direction, self-knowledge, and understanding.


Office Hours

Susan Latremoille joins Eric Brotman to answer the question: When I’m transitioning from my career and trying to figure out what’s next, how do I determine what a post-career lifestyle should be and how do I make that happen?

Marianne and Eric Brotman – Hack Your Retirement Webinar

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.

RETIRE WITH PURPOSE – The Retirement Podcast Interview with Casey Weade

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.

Your Happiness Portfolio: Finding Balance in Your Retirement

Marianne Oehser talks to Eric Brotman about how retirement can adversely affect a marriage, what the happiest retirees have in common, and finding happiness in retirement



Creating a ‘Happiness Portfolio’ for Retirement Success

Financial advisors work hard to be sure their clients can afford to retire successfully. It is such a tragedy when clients are unhappy in retirement even though they have enough money.

Learn how to design your Happiness Portfolio®, so that you can manage your time and live a fulfilling retirement lifestyle.

Shifting from Your Working Life to Your Retirement Life

Shifting from Your Working Life to Your Retirement Life

Discover the key to fulfilling your next chapter and learn how entrepreneurs and CEO’s can gradually transition into retirement, by easing control, breaking the work addiction, and making room for an exciting new beginning.

Walking You Through the Perfect Exit Personal Purpose-Driven, Next Act Planning

Walking You Through the Perfect Exit Personal Purpose-Driven, Next Act Planning

In this article, the Perfect Exit Personal Purpose-Driven, Next Act Planning is discussed.

When money isn’t an issue, new retirement concerns bubble up

In this article, concerns about retirement are discussed when money is not an issue.

Do you Need a Retirement Coach?

This article describes why we need a retirement coach.

Why the pandemic is a ‘dress rehearsal’ for planning a retirement beyond finances

This article describes the main goal of retirement planning.


New program aims to help advisors plan the emotional side of clients’ retirement lifestyle

This article describes Next Chapters’ ground-breaking program and interviews advisors about its value.


All the Money in the World Won’t Make Your Retirement a Success – The Strategic Value of Non-Financial Retirement Lifestyle Planning

In this interview, Susan Latremoille and Marianne Oehser provided valuable insights into planning the non-financial aspects of retirement.


How advisors can help clients rethinking their retirement

In this interview with The Global and Mail, Susan talked about how the past year has seen many retirees realize their happiness requires more than just financial planning.

Don’t retire – ‘rewire’

Susan told CountryGuide that “Retirement can be rich and rewarding. Or it can be deadly dull. The difference may be whether you connect with new resources and advisors.

Retirement Wisdom

In this interview with The Atlantic Magazine – Re:think, Marianne talked about how Life after work can bring changes and challenges. Professionals can help you get ready to thrive.