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How to Successfully Transition into Retirement with Suzanne Campi | Queer Money Ep. 564

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Innhold levert av Queer Money. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Queer Money eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

Life changes aren't easy and one of the biggest, transitioning from work to retirement can cause a lot of stress and anxiety. How can you be more prepared?

On this episode of the Queer Money® Podcast, hosts John and David dive into the often daunting topic of retirement planning with retirement planner Suzanne Campi. Suzanne shares insights on alleviating retirement anxieties by envisioning a desired lifestyle. She discusses her unique retirement wheel, which helps clients consider essential life aspects beyond finances, such as health, relationships, purpose, and legacy. Highlighting the importance of being proactive, nurturing community ties, and having a flexible retirement plan, the episode emphasizes that retirement planning should encompass more than just financial stability.

Topics covered:

  • 00:00 Introduction to Retirement Fears
  • 00:23 Guest Introduction: Suzanne Campi
  • 01:38 Understanding Retirement Anxiety
  • 02:51 Redefining Retirement for Boomers and Gen Xers
  • 05:00 The Importance of Purpose in Retirement
  • 08:20 Building Community and Relationships
  • 09:59 Staying Active and Engaged
  • 14:28 Fostering New Friendships
  • 17:23 Balancing Friendships in Retirement
  • 18:13 Finding LGBT-Friendly Retirement Locations
  • 20:39 Planning Your Ideal Retirement
  • 23:13 Ritualizing Retirement Transitions
  • 31:24 Financial Planning for a Fulfilling Retirement
  • 35:05 Connecting with Suzanne Campi
  • 36:32 Conclusion and Upcoming Episodes

Let's connect:


Mentioned in this episode:

Subscribe to the Queer Money Weekly Newsletter

Subscribe here to get weekly money tips, show notes, Queer Money take-aways, give-aways, access to events and more.

Subscribe to the Queer Money weekly newsletter

  continue reading

575 episoder

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iconDel
 
Manage episode 453348594 series 1216255
Innhold levert av Queer Money. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Queer Money eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

Life changes aren't easy and one of the biggest, transitioning from work to retirement can cause a lot of stress and anxiety. How can you be more prepared?

On this episode of the Queer Money® Podcast, hosts John and David dive into the often daunting topic of retirement planning with retirement planner Suzanne Campi. Suzanne shares insights on alleviating retirement anxieties by envisioning a desired lifestyle. She discusses her unique retirement wheel, which helps clients consider essential life aspects beyond finances, such as health, relationships, purpose, and legacy. Highlighting the importance of being proactive, nurturing community ties, and having a flexible retirement plan, the episode emphasizes that retirement planning should encompass more than just financial stability.

Topics covered:

  • 00:00 Introduction to Retirement Fears
  • 00:23 Guest Introduction: Suzanne Campi
  • 01:38 Understanding Retirement Anxiety
  • 02:51 Redefining Retirement for Boomers and Gen Xers
  • 05:00 The Importance of Purpose in Retirement
  • 08:20 Building Community and Relationships
  • 09:59 Staying Active and Engaged
  • 14:28 Fostering New Friendships
  • 17:23 Balancing Friendships in Retirement
  • 18:13 Finding LGBT-Friendly Retirement Locations
  • 20:39 Planning Your Ideal Retirement
  • 23:13 Ritualizing Retirement Transitions
  • 31:24 Financial Planning for a Fulfilling Retirement
  • 35:05 Connecting with Suzanne Campi
  • 36:32 Conclusion and Upcoming Episodes

Let's connect:


Mentioned in this episode:

Subscribe to the Queer Money Weekly Newsletter

Subscribe here to get weekly money tips, show notes, Queer Money take-aways, give-aways, access to events and more.

Subscribe to the Queer Money weekly newsletter

  continue reading

575 episoder

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