How can the pre-r
Trade Review
“This is a welcome and much needed practical guide, offering an insight into the range of strategies, tools, and context setting within the growing niche of retirement coaching. A go-to resource to support not only existing and aspiring retirement coaches, but also employers who want to help individuals better plan and navigate the challenges and opportunities that often impact later life transition.”
Sarah Robinson, Certified Retirement Coach, Careers Consultant and Founder of Sarah Robinson Coaching
“This is a great guide to engage in meaningful conversations surrounding financial well-being, strategy, and preparedness. With so many conflicting opinions and strategies for saving and protecting, this guide aligns resources with practical questions and insights. This is a great tool for not only those just beginning to embrace their finances, but also those who have been engaged for a lifetime. It will also be very helpful for those needing to consider the non-financial aspects of their retirement.”
Jeremy L Wilmes, CFP®, CLU®, ChFC®, RICP®, CASL® Award Winning Financial Planning Executive, Coach, Trainer, and Producer
Table of Contents
1. What is Retirement Coaching? 2. Planning Retirement in a Post-Covid Environment 3. Some Legal and Ethical Issues 4. Financial Options and Choices 5. New Career Opportunities Post Retirement 6. Health, Well-being and Relationship Management 7. Learning and Development Opportunities for Retirees 8. Some Tools for Retirement Coaching 9. Some Final Thoughts
