Five People You Meet In Retirement
Retirement PlanningListen:
On This Episode
In the book The Five People You Meet in Heaven, a man arrives in heaven and encounters five different people who impacted his journey and gave meaning to his life. Today, Mark talks about the five people you should be meeting right before you retire. These are the people who can have a significant impact on your retirement and possibly even help give you a sense of purpose and direction as you enter into the next stage of life.
Think your portfolio is all that matters? Think again. The people in your corner could make or break your retirement. Mark breaks down why the right retirement team matters, from your financial advisor and estate planner to unexpected experts who can help protect your mental and physical well-being. Each plays a vital role in helping you retire with confidence, clarity, and a deeper sense of fulfillment.
Here’s what we discuss in today’s show:
📚Why your financial advisor should be a planner, not just a salesperson
📜 How an estate planner helps protect your wishes
🛡️ The role of insurance in your long-term risk management
🏋️♂️ Why staying physically active is key to enjoying retirement
💬 How mentorship can bring meaning, structure, and fulfillment post-career
Thanks for joining us! We’ll be back for another show every other Thursday.
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