What a Financial Advisor Learned from Retiring
Guest Expert: Michael F. Kay,
Date:
Webinar Replay Description
Michael Kay is a financial advisor who retired two years ago. Interestingly, Michael has started a community to help highly successful men successfully transition into their retirement, what Michael refers to 'Chapter X." The questions Michael helps fellow retirees address includes: Who am I when I’m not my job? What will replace the gratification I get from my work? What will I do all day that has meaning to me? What’s my purpose beyond work?
I invite you to listen this replay where Michael shares the lessons, big and small, that he's learned.
Comments
A few comments from listeners:
I'm at the prime time as an advisor nearing retirement. Helpful to know that it wasn't all perfect for Michael in his transition despite lengthy and thorough planning.
- Robert W.
The conversational nature of this session was interesting. Refreshing to not have to digest slides while presenter was talking.
- Robert D.
I've always tried to focus on the psychology as much as the numbers when doing retirement planning, so my views were generally aligned with the speakers.
- Kevin J.
I'm at the prime time as an advisor nearing retirement. Helpful to know that it wasn't all perfect for Michael in his transition despite lengthy and thorough planning.
- Robert W.
The conversational nature of this session was interesting. Refreshing to not have to digest slides while presenter was talking.
- Robert D.
I've always tried to focus on the psychology as much as the numbers when doing retirement planning, so my views were generally aligned with the speakers.
- Kevin J.
05.24.2023 - Retirement
Attendees Comments:
I'm at the prime time as an advisor nearing retirement. Helpful to know that it wasn't all perfect for Michael in his transition despite lengthy and thorough planning.
- Robert W.
The conversational nature of this session was interesting. Refreshing to not have to digest slides while presenter was talking.
- Robert D.
I've always tried to focus on the psychology as much as the numbers when doing retirement planning, so my views were generally aligned with the speakers.
- Kevin J.