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Episode 87: A Financial & Life Planning Framework for Retirement

The Her Retirement Podcast

Release Date: 02/25/2023

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As a Certified Professional Coach, Maureen focuses on helping individuals lead with greater impact and on training teams to perform with higher effectiveness. In addition, I lead group training and development sessions around the 7 imperatives of effective leadership. Maureen has over 25 years of business leadership experience partnering with clients such as P&G, General Mills, Burger King, and United Airlines at top advertising shops, including Grey, Saatchi & Saatchi, and McGarry Bowen. Before becoming an Executive Coach and Trainer, she designed countless mentoring, training, and...

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Continuing the theme from last week’s episode on the non-financial aspects of retirement, Lynn shares a segment from a recent Her Retirement Masterclass she hosted. In the class, she talks about both the financial and non-financial aspects of retirement and in this segment, her Good Life framework and something she refers to as wealth planning. It gives you a framework and the opportunity to re-imagine and re-design your retirement life, aligning your purpose, vitality, connections, and contributions with your finances. Once you have this clarity, you can retire with intention…on your own terms. This is really the essence of life planning for retirement. In this segment, she shares some stats and suggestions for each of these sections of my framework. The non-financial side of retirement planning is just as important as the financial.