Welcome back to the ‘Roadmap to Retirement’ podcast, where we delve into financial tips, investment strategies, and smart money moves to supercharge your retirement savings. Today, I’m joined by Tom Harris, someone whose career and perspective on retirement resonate with many of our clients.

Tom shares his journey from a career in operations excellence and leadership development in Rochester to his current semi-retired status. He emphasizes the importance of understanding one’s motivations and impact as a leader, reflecting on the generational shifts in workplace culture and expectations over the past few decades. From the command-and-control styles of his early career to the more flexible and balanced approaches of today, Tom provides a broad perspective on leadership and career development. He advocates for redefining retirement, seeing it more as financial freedom and a journey rather than a final destination.

He encourages young professionals to always be learning, to seek out mentors, and to build relationships. Tom’s own experiences and insights offer valuable lessons for both those nearing retirement and those just starting their careers.

Thank you for listening and stay tuned for new episodes, guests and topics!