In this episode of Bartelle's Money Talk, we’re joined by Lisa Haynes, former CFO and author of Retired and Killing It. She opens up about the often-overlooked non-financial side of retirement—the identity shifts, social changes, and emotional challenges that come when the paychecks stop but life keeps going.

💡 What You’ll Learn in This Episode:

• Why financial planning alone isn’t enough for a fulfilling retirement.

• The biggest psychological and social mistakes retirees make.

• Lisa’s “KILLING IT” formula for creating purpose and passion in retirement.

• How to set boundaries with family and protect your time.

• Why legacy, networks, and passion matter just as much as money.

📚 Grab Lisa’s Book: Retired and Killing It