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The Rich Life Mindset with Susan Latremoille
Manage episode 461393518 series 3538800
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Summary
In this episode of The Humans vs Retirement Podcast is get to chat with Susan Latremoille
Susan is a certified Retirement Coach (CPRC) and the author of The RichLife – Managing Wealth and Purpose, It’s Not Just about the Money – The Whole Life Approach to Wealth Management, and co-author – Thriving Throughout Your Retirement Transition.
Susan spent over 35 years as a wealth advisor assisting clients to financially plan for their retirement. She 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. That’s when Susan decided to launch next chapter lifestyle advisers, a retirement lifestyle consulting business that helps individuals and families create a retirement lifestyle plan
In our conversation Susan discusses her transition from a financial advisor to focusing on the non-financial aspects of retirement planning through her company, Next Chapter Lifestyle Advisors. She shares insights on the importance of understanding your life journeys and the concept of a 'rich life' that encompasses living well, giving back, and leaving a legacy.
Susan introduces the idea of a happiness portfolio, which includes eight non-financial areas of life that contribute to a fulfilling retirement. Our conversation emphasizes the need for a holistic approach to retirement planning that goes beyond numbers to include personal fulfillment and purpose.
Susan and I discuss the multifaceted aspects of retirement, emphasizing the importance of leisure, the dynamics of relationships, and the necessity of planning for a fulfilling next chapter in life. We explore the challenges retirees face in managing their time, setting boundaries, and maintaining social connections, while also advocating for a shift in perspective from traditional retirement to a more vibrant and purposeful next chapter.
Key Takeaways
- Many retirees are not as happy as they expected.
- Understanding the life journey is crucial for retirement planning.
- The rich life mantra includes living well, giving back, and leaving a legacy.
- Purpose is essential for a fulfilling life after retirement.
- A happiness portfolio consists of eight non-financial areas of life.
- Retirement can bring challenges in personal relationships.
- Leisure is just one aspect of a fulfilling retirement.
- Self-understanding is the first step in retirement planning.
- Accountability is key to implementing a retirement plan.
- Leisure is a vital part of retirement planning.
- Changing relationships require open communication.
- Hedonic adaptation can diminish the joy of leisure activities.
- Structuring time is essential for a fulfilling retirement.
- The retirement honeymoon phase should be managed carefully.
- Setting boundaries is crucial to avoid overcommitment.
- Planning for the next chapter is as important as financial planning.
- Retirement should be reframed as a new beginning.
- Storytelling is more impactful than numbers in retirement planning.
- Communication about expectations can enhance family dynamics
Sound Bites
"Live well, give back, leave a legacy." "Purpose is a human need that we all need." "It's a very individual journey." "Leisure is such a vital part." "You need to really think about it." "It's vital to communicate your boundaries." "We need to retire the word retirement." "We are storytellers over spreadsheets." "Make a plan for your next chapter."
Chapters
00:00 - Introduction to Next Chapter Lifestyle Advisors 05:23 - The Shift from Financial to Non-Financial Planning 10:31 - Understanding the Rich Life Mindset 17:00 - Building a Happiness Portfolio for Retirement 24:50 - The Importance of Leisure in Retirement 27:13 - Navigating Changing Relationships 29:47 - The Reality of Leisure Activities 33:01 - Structuring Time in Retirement 35:57 - The Retirement Honeymoon Phase 38:56 - Setting Boundaries and Communication 43:06 - Reframing Retirement: A New Perspective
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