Jul 6, 2016
Tools and Resources you can use to help yourself successfully make the non-financial transition to retirement.
We know that women live longer than men yet studies show they have less retirement savings and are less prepared for retirement. But retirement preparedness takes a lot more than just ensuring you have enough money. This interview is a reminder that financial happiness and well-being should be viewed wholistically with other non-financial aspects in order to make the best choices to prepare for retirement. Ideally you want an understanding of both financial and non-financial concerns so that you can weigh the pros and cons of all sides. Nancy Nelson, CFP ®, sold her financial planning practice in 2012 after more than 30 years as a fee-only planner. Nancy now mentors fellow retirees, and their advisors, on how to ease the transition from meaningful work to a meaningful retirement. Her hope is that as Baby Boomers are moving into retirement that they will change the entire approach to retirement just as they have changed every other life stage that they have passed through. And with encouragement from professionals they trust, she believes there can be a tremendous release of energy and talents that will truly change the world.