While it’s widely acknowledged that retirement involves careful financial planning, its essence extends far beyond mere numbers – a facet often overlooked.
Today, Sue Mintz, a certified retirement transition coach, unravels the intricacies of crafting a comprehensive retirement strategy that embraces the full spectrum of considerations. Sue highlights that retirement should be viewed as a process, not just an event, with different phases like the “honeymoon,” “messy middle,” and “new normal”. She emphasizes the need for a holistic retirement plan, focusing on mental and physical health, time management, and financial stability.
Tune in to gain insight into common misconceptions about retirement as well as:
- Addressing non-financial aspects of retirement like social connections, purpose, and structure
- The concept of “unretiring” due to increased life expectancy and evolving priorities
- How to redefine your retirement based on your preferences and goals
- The value of retirement transition coaching
- And more
Resources:
- The Path to a Purposeful ‘Unretirement’ with Richard Eisenberg
- Unbelievably Unretired with Richard Eisenberg
- Preparing For the Inevitable “Unretirement Wave” of 2024
- The emerging wave of the great unretirement
- Retirement Coaches Association
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YouTube: Gessner Wealth Strategies
Connect with Sue Mintz: linkedin
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About Sue Mintz:
During Sue Mintz’s career at a Fortune 500 company, she excelled in leadership development training and career coaching. Since retiring, she became the founder of Retirementhood™. She is a Certified Retirement Transition Coach, speaker, writer, and workshop facilitator, focused on educating and guiding soon-to-be, or recent retirees on the importance of planning for the non-financial side of retirement. Sue offers a structured process for planning a lifestyle that is purposeful, healthy, enjoyable, and fulfills long-awaited goals. She is not a financial adviser.
She received her retirement coaching certification through Retirement Options, a division of Career Partners Intl, LLC., and she has also been certified as an Authorized “Now What®” Coach/Facilitator. Additionally, she remains an active member of the Retirement Coaches Association. For more information about Sue, the services she offers, and her publications, visit https://www.retirementhood.com/ or contact her at suemintz@retirementhood.com.
About Michelle Gessner:
As a CERTIFIED FINANCIAL PLANNER™ professional, Michelle is passionate about building a life plan for her clients and helping them see that they have choices, which often comes to them as a pleasant surprise. She is an independent thinker and a huge advocate of her client’s interests. Her greatest joy is working to do what is right for them and be their voice.
Michelle has a B.S. in Finance from the University of Colorado, Boulder, and an M.S. in Management from Boston University, Brussels. Growing up in Montana and moving to Colorado for college, she took out student loans and worked her way through all four years. After graduating in 1987 with honors, she accepted a job at Shell Oil in Houston and worked her way up the corporate ladder to a management position before leaving in 1992 for Brussels, Belgium, where she lived for 4 years. In Brussels, she learned about different cultures and basic conversational French as well as pursuing and earning a graduate degree in management.
As a CERTIFIED FINANCIAL PLANNER™ professional, she is held to the highest standards set forth in the industry. She surrounds herself with a back office of experts in tax and investment research so that her clients have the best of both worlds – the resources of a large firm with the caring, dedication, and personal service of a small firm.
