#219 - Beyond the Numbers: Retirement Coaching and the Human Side of Planning
Description
In this episode of Horizon Advisers Unleashed, Ryan and Andrew explore a growing trend in the financial world: retirement coaching. It’s no longer just about the dollars and cents. More firms are helping clients answer deeper questions like: “What’s next for me?” and “How do I live a meaningful life after work?”
We dive into how retirement coaching addresses the emotional and psychological aspects of leaving a career, how it can help clients avoid “post-retirement blues,” and why this human-first approach is becoming a competitive edge for forward-thinking advisory firms.
Whether you're planning your own next chapter or advising others through theirs, this episode will open your eyes to the power of planning for purpose—not just paychecks.
United States
