In this week’s episode, Lynn hops on a Zoom call with Susan Latremoille to discuss 9 steps to a rich life in retirement.
Susan spent over 35 years as a wealth advisor assisting clients to financially plan for their retirements. 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. Susan is a Partner in Next Chapter Lifestyle Advisors.
Susan is a Certified SuccessFinder Practitioner. SuccessFinder is a powerful assessment that helps clients be clear about what motivates them and their lifestyle priorities.
Susan is a Family Enterprise Advisor, FEA, (Family Enterprise Exchange), and holds an Executive MBA. Susan is a former board member of Richardson Financial Group and holds her ICD.D designation (Institute of Corporate Directors). Susan is a certified Retirement Coach (CPRC). She is the author of The RichLife – Managing Wealth and Purpose, It’s Not Just about the Money – The Whole Life Approach to Wealth Management, co-author of On the Shoulders of Atlas- a Story about Transitioning a Family Owned Business and co-author – Thriving Throughout Your Retirement Transition.