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You can have a retirement plan that works on paper and still feel uneasy about what comes next.
In this episode of Your Next Success, Dr. Caroline Sangal talks with Chris Pollard, West Point graduate, U.S. Army veteran, and principal of Great Path Planning, about retirement planning beyond the spreadsheet.
Chris shares his personal story, including the early loss that shaped his awareness of time, the pressure and intensity of West Point and Iraq, and how those experiences inform the way he now helps families plan for retirement. With over 15 years guiding high-net-worth clients, Chris has seen that financial readiness doesn’t automatically bring peace.
This conversation explores why worry can linger even when the numbers check out, why spending often feels harder than saving, and how real retirement planning includes identity, purpose, relationships, and how you actually want to live your days.
What You’ll Hear
Great Path Planning:
https://www.greatpathfp.com
Support the show
Subscribe to Your Next Success so you never miss an episode.
Watch full video episodes on YouTube: https://www.youtube.com/@NextSuccessMethod/
Learn more about Next Success www.nextsuccesscareers.com
By Caroline Sangal, PhD, SHRM-CPSend us Fan Mail
You can have a retirement plan that works on paper and still feel uneasy about what comes next.
In this episode of Your Next Success, Dr. Caroline Sangal talks with Chris Pollard, West Point graduate, U.S. Army veteran, and principal of Great Path Planning, about retirement planning beyond the spreadsheet.
Chris shares his personal story, including the early loss that shaped his awareness of time, the pressure and intensity of West Point and Iraq, and how those experiences inform the way he now helps families plan for retirement. With over 15 years guiding high-net-worth clients, Chris has seen that financial readiness doesn’t automatically bring peace.
This conversation explores why worry can linger even when the numbers check out, why spending often feels harder than saving, and how real retirement planning includes identity, purpose, relationships, and how you actually want to live your days.
What You’ll Hear
Great Path Planning:
https://www.greatpathfp.com
Support the show
Subscribe to Your Next Success so you never miss an episode.
Watch full video episodes on YouTube: https://www.youtube.com/@NextSuccessMethod/
Learn more about Next Success www.nextsuccesscareers.com