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

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内容由Queer Money提供。所有播客内容(包括剧集、图形和播客描述)均由 Queer Money 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.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

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Artwork
icon分享
 
Manage episode 453348594 series 1216255
内容由Queer Money提供。所有播客内容(包括剧集、图形和播客描述)均由 Queer Money 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.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

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