In the book The Five People You Meet in Heaven, each person the main character meets helps him understand his life in a new way. So who are the five people you should meet before retirement? People who can guide your next chapter and help you retire with clarity, confidence, and purpose. After all, retirement isn't just about money, it's about people, preparation, and purpose.

You'll hear why each person on the list plays a key role, from building a solid financial plan to protecting your legacy and staying healthy. Trent and Brandon break down the timing, the "why," and the practical impact of connecting with the right experts early. Retirement is a big shift, not just in how you spend your money, but in how you spend your time. These five people can help you get it right.

Here's some of what we discuss in this episode:

🧭 Why your financial advisor is the first person to meet, and when to meet with them

📜 How an estate planner helps you protect your legacy and loved ones

🧠 The mental health & mobility benefits of staying physically active

📝 One legal document most people forget

💬 Why retirement success isn't just numbers

Contact:

Website: http://bradshawfp.com

Email: [email protected]

Call: 704-216-2260