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030: Helping Clients Dream Big and Find Their Purpose in Retirement with Patrick Randall & Jack Tomczyk
Manage episode 362942686 series 3001511
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When you look at your retirement plan on paper, it might just feel like numbers on a page. But what exactly do they mean? How do you make sense of them, and get a clear vision of what your retirement might actually look like?
To answer this question, we’re talking to Team Pat: Patrick Randall and Jack Tomczyk. Pat has been with us at SHP for over five years, and Jack is his right-hand man, ensuring that his clients can always get answers to their tough questions–even if Pat’s unavailable.
In today’s conversation, we get into the important questions that Pat and Jack ask their clients to help them find their purpose and keep it top of mind as they transition out of their full-time careers. We’ll also discuss how to set and achieve goals in retirement (both big and small), and how to structure your time to get more out of it, no matter how old you are.
In this podcast interview, you’ll learn:
- A financial advisor’s primary goal during the initial conversations with new clients.
- How proper financial planning helps retirees dream big and cross things off their bucket list.
- Why it’s so important to have a plan in place as you prepare for–and enter into–retirement.
- How the non-financial aspects of retirement planning inform the financial aspects of a good retirement plan.
Want the Full Show Notes?
To get access to the full show notes, including audio, transcripts, and links to all the resources mentioned, visit SHPfinancial.com/podcast
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