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Planning Your Next Chapter with Justin Smith, CFP
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#213 Today’s episode is a masterclass on how to envision and plan for your post-corporate life.
Kathy is joined today by Justin Smith, certified financial planner with Savant Wealth Management. Justin’s area of expertise is helping executives and successful professionals in their 50s and 60s plan for their next chapter, which can include staying professionally active, retiring or a hybrid of the two.
Here’s what we cover:
- How traditional retirement has shifted in the last decade and its impact;
- An overview of financial and non-financial elements to consider;
- Why semi-retirement is a viable option;
- How to deal with the post-corporate identity shift; and
- How to begin to envision your future as you plan your next chapter.
Links:
Justin’s website: Savant Wealth profile
Justin’s workbook: Career Crossroads Workbook
Justin’s webinar: Navigating Your Career Crossroads
Justin’s LinkedIn: Justin D. Smith
Justin’s email: jsmith@savantwealth.com
The Athena Wellness Academy: https://athenawellnessacademy.teachable.com
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