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05.24.2023 - Retirement

Attendees Rating:

Excellent (81%)
Average (17%)
Below Average (2%)

Missy Davis

Thu, 05/25/2023 - 11:58

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

Attendees 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.