Summary: In this episode of Wealth On The Move, host Will Hoffman engages with retirement coach Suzanne Campi to explore the evolving concept of retirement. They discuss the importance of coaching through life transitions, the creation of the Retirement Wheel, and the significance of legacy and purpose beyond financial planning. Suzanne shares insights on navigating unexpected retirements, overcoming ageism, and the role of relationships in a fulfilling retirement. The conversation emphasizes the need for self-reflection and honoring endings as individuals transition into this new phase of life.

Resources:

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• Visit Suzanne’s website: Suzanne Campi Coaching
  
• Wheel of Retirement by Suzanne Campi: Design your dream retirement – download the Wheel of Retirement worksheet and start mapping your new life balance!
  

Connect with Will Hoffman: 

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• Hoffman Wealth Management
  
• (724) 522-5411
  
• will@hoffmanwealth.com
  
• LinkedIn: Will Hoffman 
  
• Facebook: Hoffman Wealth Management 
  
• YouTube: Hoffman Wealth Management
  

Connect with Suzanne Campi:

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• LinkedIn: Suzanne Campi
  
• Suzanne Campi Coaching Website
  

Takeaways:

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• Retirement is no longer defined by age but by personal choice.
  
• Coaching helps individuals rediscover their purpose during transitions.
  
• The Retirement Wheel assesses various life aspects beyond finance.
  
• Legacy is about love and impact, not just financial wealth.
  
• Many retirees experience a sense of loss and need support to find purpose.
  
• Ageism affects perceptions of self-worth in retirement.
  
• It’s essential to nurture relationships during retirement.
  
• Fear of change can prevent individuals from pursuing their passions.
  
• Self-reflection is crucial in understanding one’s journey.
  
• Honoring endings can lead to new beginnings and growth.