Navigating Career Crossroads – Justin Smith, CFP, CAP, CFA

Are you ready for the new retirement? The old-fashioned "full-stop" retirement simply doesn't work for everyone. For many people, to retire happy, it includes some form of work - on your own terms. In a hybrid retirement, work - paid or unpaid - can provide meaning, connection, purpose, fulfillment - and some income. There are more options available today to create a hybrid retirement that works for you. But that may mean changing lanes. You'll need to plan ahead and lay the groundwork. Justin Smith, CFP., CAP, CFA of Savant Wealth Management, offers his tips and a tool to help you think outside the box and navigate career crossroads.

Justin joins us from Phoenix, Arizona.

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Bio

Justin specializes in helping executives and successful professionals navigate the chapter between full-time work and full-stop retirement, which we call a “Victory Lap.” He has been involved in the financial services industry since 2005. Prior to joining Savant, he was a partner and portfolio manager for an independent Registered Investment Advisor firm in Chicago.

Justin earned a bachelor of business administration degree with a concentration in finance from the University of Michigan. He is a CERTIFIED FINANCIAL PLANNER™ professional and has earned the Chartered Advisor in Philanthropy® (CAP®) and the Chartered Financial Analyst® (CFA®) designations. He is a frequent speaker on the topics of Victory Lap Retirement and tax-smart retirement planning.

Justin loves to cook (especially tacos!) and enjoys spending time outdoors with his wife and three children. After living in the Midwest for many years, they truly appreciate everything Arizona has to offer. In the fall, you are almost certain to find Justin on his patio watching Minnesota Vikings or Michigan Wolverines football.

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For More on Justin Smith

Website

Download The Career Crossroads Workbook

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Podcast Episodes You May Like

How’s Your Network? – Kelly Hoey

The Unretirement Life – Richard Eisenberg

Breaking the Age Code – Dr. Becca Levy

Independence Day - Steve Lopez

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It’s Game Time!

Win The Retirement Game

 “Definitely the best book I’ve read on the non-financial aspects of retirement.”

Amazon    Barnes & Noble    Bookshop.org

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Wise Quotes

On Hybrid Retirement 

"I think this is becoming more and more of a movement. Nobody announced it, but it's becoming more and more popular. 20 years ago there was really one path where it was somebody in the C-suite and then they would go serve on a board and they went from working 80 hours a week to working 20 hours a week. They'd still fly around and go to board meetings and things like that. But now that has been democratized and there's countless different ways that people can take a hybrid path. And the big change I'm seeing is that a more people have access to these hybrid paths. Basically anybody who puts in the work can find something that checks all the boxes for them.