Welcome to Your Life and Money—where financial planning is all about designing a life you love. In this episode, Brad Smith and Tim Borody talk about their Retirement Coaching Program. More than just numbers, this program helps clients explore what retirement really means—personally, emotionally, and practically.

It’s not just about saving enough—it’s about answering the bigger question: What’s next?

In this episode, we dive into three key themes:

• Planning Beyond the Financials: Why traditional retirement planning often misses the mark by focusing solely on money—and how coaching helps you define purpose, identity, and lifestyle after leaving the workforce.
• The Role of Retirement Coaching: How this program supports clients in navigating the emotional and psychological transitions that come with retirement, from redefining identity to setting new goals.
• Designing a Fulfilling Future: Strategies for creating a retirement aligned with your values, whether that means volunteering, starting a new business, spending more time with family, or traveling the world.

Don’t just retire—reimagine your future. Tune in now to learn how.