05.24.2023 - Retirement
What a Financial Advisor Learned from Retiring
Presented by Michael F. Kay,
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.
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.