Preparing for Retirement | Non-Financial Retirement Planning

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The Advantaged Investor

Raymond James Ltd./TMDS

103 episodes

4 days ago

Learn how to plan, invest and live smarter, with the Raymond James The Advantaged Investor podcast. Featuring insights from leading professionals, The Advantaged Investor provides valuable perspective for Canadian investors who want to remain knowledgeable, informed and focused on longterm success. Hear industry specialists share resourceful insights on economic events, longevity and retirement planning, growing your financial legacy and more in each discussion-based episode hosted by Chris Cooksey. Whether you already work with a trusted financial advisor or currently manage your own investment plans, The Advantaged Investor provides the engaging wealth management information you value as you pursue your most important goals.

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All content for The Advantaged Investor is the property of Raymond James Ltd./TMDS and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.

Investing

Business

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Preparing for Retirement | Non-Financial Retirement Planning

The Advantaged Investor

20 minutes 29 seconds

1 year ago

Preparing for Retirement | Non-Financial Retirement Planning

Susan Latremoille, co-founder Next Chapter Lifestyle Advisors joins host Chris Cooksey to discuss the planning non-financial aspects of retirement, which are often overlooked by pending retirees, including:

Who is Susan and what does Next Chapter Lifestyle Advisors do?
The importance of planning your retirement lifestyle and having meaningful non-financial conversations.
The difference between being financially ready to retire, and being mentally ready to retire.
What are the common pitfalls people fall into when it comes to the non-financial aspect of retirement?

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