How to Successfully Transition into Retirement with Suzanne Campi | Queer Money Ep. 564
How to Successfully Transition into Retirement with Suzanne Campi | Queer Money Ep. 564Description
Life changes aren't easy and one of the biggest, transitioning from work to retirement can cause a lot of stress and anxiety. How can you be more prepared?
On this episode of the Queer Money® Podcast, hosts John and David dive into the often daunting topic of retirement planning with retirement planner Suzanne Campi. Suzanne shares insights on alleviating retirement anxieties by envisioning a desired lifestyle. She discusses her unique retirement wheel, which helps clients consider essential life aspects beyond finances, such as health, relationships, purpose, and legacy. Highlighting the importance of being proactive, nurturing community ties, and having a flexible retirement plan, the episode emphasizes that retirement planning should encompass more than just financial stability.
Topics covered:
- 00:00 Introduction to Retirement Fears
- 00:23 Guest Introduction: Suzanne Campi
- 01:38 Understanding Retirement Anxiety
- 02:51 Redefining Retirement for Boomers and Gen Xers
- 05:00 The Importance of Purpose in Retirement
- 08:20 Building Community and Relationships
- 09:59 Staying Active and Engaged
- 14:28 Fostering New Friendships
- 17:23 Balancing Friendships in Retirement
- 18:13 Finding LGBT-Friendly Retirement Locations
- 20:39 Planning Your Ideal Retirement
- 23:13 Ritualizing Retirement Transitions
- 31:24 Financial Planning for a Fulfilling Retirement
- 35:05 Connecting with Suzanne Campi
- 36:32 Conclusion and Upcoming Episodes
Let's connect:
Mentioned in this episode:
Support the Queer Money podcast
We love bringing you new content every week. Help us keep doing that. Click the link below to support our mission of financial empowerment for the LGBTQ+ community.
Support the Queer Money podcast - Buy us some coffee
Get the FREE Happy Gay Retirement Calculator
Are you on the path to a tragic, basic, happy or fabulous retirement? Find out where and begin your journey to a better retirement with our Happy Gay Retirement Calculator.
United States
