Meg founded wealth management firm Meg Green & Associates, Inc in 1984. Today, she's happily retired, and her long time partner, Todd Battaglia, is now Owner,President/CEO of the firm. She is extremely proud to be the Founder of what is today, one of the leading wealth management firms in the nation. Meg Green & Associates, a team of 14 dedicated professionals, manages over $800 million dollars for their clients, which consist mostly of wealthy individuals, families and small businesses as well as the sports and entertainment industries.

Meg has also embraced a media career since the mid 80's, with her own show, talking about money on WIOD radio and NBC. For many years, she answered readers' questions in her Miami Herald column called Money Dilemmas.

In 2000, she bought her dream retirement home in San Jose del Cabo, Mexico. She then switched to spots nationally on CNBC's Closing Bell until retirement in 2016.

Currently she's enjoying life with her husband in Cabo and out in Calabasas, CA near her son and daughter and four grandsons. Most importantly, she's embraced walking away from work - without guilt!

Key Topics Covered:

• Meg's journey building her wealth management firm starting in 1984 and embracing a media career at the same time.
• Her transition process of retiring from the firm, including consulting for a year and maintaining continuity for clients.
• Meg's initial struggle with the retirement transition and feelings of guilt/panic before embracing her new life.
• How she stays active and social in retirement through pickleball, book club, and time with family/grandkids.
• The importance of financial security in retirement to enable the retirement lifestyle you want.
• Tips for meeting people and building community after retiring to a new location.
• Meg's satisfaction with her career helping clients and paving the way for women in finance.
• Her advice to enjoy retirement guilt-free and focus on fun - "play mahjong, play poker, have fun!"

Meg's Former Firm: https://www.mgawealth.com/

This podcast is sponsored by Good Morning Freedom, my retirement coaching firm. I help executives and professionals plan the non-financial part of their retirement, like how to discover new purpose and how you want to spend your time. I offer a 1:1 coaching retirement blueprint package where we work together to discover some new avenues of exploration for your Act Three. This coaching is completely custom and will provide you with a ton of resources and support as you transition to this new stage of life. For all the details, please go to goodmorningfreedom.com/services.

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