episode: 80

Inspired Retirement – Maximizing retirement satisfaction

August 7, 2023

listen now

Uncover your path to a purposeful retirement

Today, we delve into the art of crafting a rewarding retirement with Susan Hogan, an expert coach specializing in the non-financial aspects of retirement.

Susan staunchly believes retirement has the potential to be the happiest phase of one’s life, leading her to develop her coaching program, Inspired Retirement, to help retirees uncover their unique paths to a gratifying and purposeful retirement.

Inspired Retirement demystifies non-financial retirement planning, offering invaluable insights and support for those on the cusp of retirement and recent retirees alike. It’s here that individuals learn to navigate the physical, mental, social, and emotional facets of retirement and create their personalized, non-financial retirement blueprint.

Join us on this enlightening episode where we cover retirement preparation, dementia prevention, lifestyle transformation, the empowering journey to self-discovery in retirement, and so much more!

Thank you for listening!

Demystify non-financial retirement planning

  • Evolution of retirement from a short period of rest to a longer phase of life
  • Identifying post-retirement goals and making the most of this phase
  • The impact of alcohol and substance abuse in retirement
  • Introduction to Susan’s coaching program, Inspired Retirement
  • Dr. Richard Leiter’s happiness curve
  • The importance of pre-retirement preparation
  • Dementia is retirees’ greatest fear
  • The challenges retirees face when work is taken away and the loss of structure and purpose
  • Retirees not finding retirement fulfilling
  • The potential risks and challenges of the retirement transition
  • The importance of a growth mindset in fighting the natural decay of aging
  • Inspired retirement GPS: Good Health, Passion and Purpose, and Social Network
  • Phases of retirement: anticipation, honeymoon, disenchantment, stability

And much more!

Mentioned in this Episode:

Meet your hosts

Keith Matthews

Keith Matthews

Partner & Portfolio Manager

Marcelo Taboada

Marcelo Taboada

Associate Portfolio Manager

Lawrence Greenberg

Lawrence Greenberg

Associate Portfolio Manager

Thanks for Listening!

Be sure to subscribe on AppleGoogleSpotify, or wherever you get your podcasts. And feel free to drop us a line at lawrence@tma-invest.com or 514-695-0096 ext.112 Follow Tulett, Matthews & Associates on social media on LinkedInFacebook, and more! Follow The Empowered Investor on FacebookLinkedIn, and Instagram

Related Episodes

How Much is Financial Advice Worth?
How Much is Financial Advice Worth?

Can you quantify the value of financial advice? Dive into the intricate relationship between financial advice and investment success, featuring the insightful expertise of Emile Bouchard from Vanguard.

read more
Book Review: Same as Ever, by Morgan Housel
Book Review: Same as Ever, by Morgan Housel

Are we learning from history or repeating the same patterns in different contexts? How does understanding human behavior enhance our investment strategies? Can the past unlock secrets for future financial success?

read more

Stay on top of your financial education

Subcribe and follow to get updates on important wealth management topics.

Share | Partager

We appreciate social shares to help spread our messages! | Nous apprécions les partages sur les médias sociaux pour aider à diffuser nos messages!