In this episode, David is joined by Gary Sirak is an experienced financial advisor who has been in the industry for 45 years. He wrote a book called "How to Retire and Not Die" based on his experiences seeing clients struggle with retirement. The key themes of the book are purpose, passion, and having a plan for retirement. Gary emphasizes the importance of retirees finding meaningful activities and not just sitting around, as that can lead to health issues. He shares examples of clients who have thrived in retirement by staying active and engaged.

In this episode:

1. Having a plan for retirement is crucial - retirees need to have purpose, passion, and a plan, not just sit around.

2. Transitioning to retirement gradually by working part-time can help people adjust and figure out their new routine.

3. Staying engaged, whether through travel, volunteering, or other hobbies, helps retirees avoid withering away.

4. Spouses need to be on the same page about retirement plans and activities to avoid conflicts.

Connect with Gary:

• Website: https://garysirak.com/contact-us/

About the Model FA Podcast

The Model FA podcast is a show for fiduciary financial advisors. In each episode, our host David DeCelle sits down with industry experts, strategic thinkers, and advisors to explore what it takes to build a successful practice — and have an abundant life in the process. We believe in continuous learning, tactical advice, and strategies that work — no "gotchas" or BS. Join us to hear stories from successful financial advisors, get actionable ideas from experts, and re-discover your drive to build the practice of your dreams.

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Our Team:

President of Model FA, David DeCelle

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