The Advantaged Investor

Preparing for Retirement | Non-Financial Retirement Planning

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Susan Latremoille, co-founder Next Chapter Lifestyle Advisors joins host Chris Cooksey to discuss the planning non-financial aspects of retirement, which are often overlooked by pending retirees, including:

  • Who is Susan and what does Next Chapter Lifestyle Advisors do?
  • The importance of planning your retirement lifestyle and having meaningful non-financial conversations.
  • The difference between being financially ready to retire, and being mentally ready to retire.
  • What are the common pitfalls people fall into when it comes to the non-financial aspect of retirement? 

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    The Advantaged InvestorBy Raymond James Ltd./TMDS

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