S3E10: Retirement And The Messy Middle (Something Personal podcast)
Автор: Palisades Hudson Financial Group
Загружено: 2026-02-04
Просмотров: 249
Описание:
Executive and retirement coach Andrea Maizes prevents people from making terrible mistakes. Business founders, CEOs and executives may simply trust that they will figure out retirement when it arrives, but life’s transitions can easily blindside even the most capable among us. Andrea sat down with Eric Meermann, CFP®, CVA, EA and Paul Jacobs, CFP®, EA to talk about when someone is ready for retirement, the ways that modern retirement looks different from the cliched image many hold, and what to do if someone arrives in retirement only to discover that it isn’t what they thought it would be. Find out how Andrea helps her clients define retirement success and the steps she can help them can take to achieve it.
Learn more about Andrea: https://www.andreamaizes.com/
Andrea on LinkedIn: / andreamaizes
“The Next Edit” on Substack: https://thenextedit.substack.com/about
“Your Next Edit” cover reveal: https://substack.com/@andreamaizes/no...
“Life Is in the Transitions” by Bruce Feiler: https://www.brucefeiler.com/books-art...
RQ Assessment: https://retq.org/
“The Retirement Reality Check,” Prepare4Growth by Richard Outram: https://open.spotify.com/episode/1URV...
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