A step-by-step guide to envisioning, planning, and living a RichLife in your next chapter
Retirement planning isn't just about money. It is also about time and how you will spend it. Baby Boomers break the mold again! This time with their vital longevity. People retiring today need to plan for 25-plus good years that may well lie ahead of them. That's more than 1,300 weeks! More than 9,100 days! What are you planning to do over those 218,000 hours?
No earlier generation has enjoyed such an extensive life in retirement. There are no role models for how to do it best. Happily, Susan Latremoille is a visionary guide. In this book, she lays out an effective 9-step process to maximize engagement, fulfillment, and happiness in every year, every week, every day, and every hour of retirement.
I spent over 35 years as a wealth advisor assisting clients in planning the financial side of retirement. I saw a common thread among her clients: Having enough money to retire was only a piece of the retirement puzzle. It was the non-financial side that had the greatest impact on the predictability of a successful retirement.
I went on to co-found Next Chapter Lifestyle Advisors, where works with individuals, families, wealth management firms, and their clients to provide retirement lifestyle planning and advice. I also founded SuccessDNA, a company that helps baby boomers “rewire not retire” and offers customized career solutions for those seeking a job transition.
I am the author of 9 Steps to a RichLife Retirement (available fall, 2022), The RichLife: Managing Wealth and Purpose, and It’s Not Just about the Money: The Whole Life Approach to Wealth Management. I have also co-authored publications including: On the Shoulders of Atlas: a Story about Transitioning a Family Owned Business , Thriving Throughout Your Retirement Transition, and Who Will Take Over the Family Business.
I am a certified Retirement Coach (CPRC), a Family Enterprise Advisor, FEA, (Family Enterprise Exchange), and hold an Executive MBA. A former board member of Richardson Financial Group, I also holds my ICD.D designation (Institute of Corporate Directors).
I am a world traveler, aspiring rower, mom, grandmother, certified yoga teacher, and roof-top gardener living at the intersection of life and fulfillment.