Opening Insight In last month’s issue, I explored the critical role health plays in retirement. But even with the best planning—financial and physical—retirement doesn’t always unfold as expected. A diagnosis. A loss. An unexpected life shift. In a matter of months, what was once a well-defined vision for the future can become something entirely different. […]
Introduction Many professionals reach a point in their careers when something begins to feel different. The work that once energized them now feels routine. Projects that once felt challenging now feel predictable. Conversations with colleagues begin to sound familiar, almost rehearsed. At this stage, many people quietly conclude: “I think I’ve hit a plateau.” The […]
Many leaders spend decades building influence, expertise, and identity — then are expected to “just stop.” That transition is rarely simple. In a recent podcast conversation with Andy Keeler of Keeler & Nadler Family Wealth, we explored why retirement requires more than financial planning. It requires intentional psychological and lifestyle design. While financial readiness is […]
Opening Insight For many clients who are financially ready but emotionally hesitant, the idea of a gradual step-down feels safer than an abrupt exit. Retirement doesn’t always mean flipping a switch from “full-time” to “fully retired.” Increasingly, people approaching retirement are exploring a middle path — reducing hours, shifting to part-time work, or contracting back […]
Why Career Pivots Rarely Happen At some point in a long career, most professionals recognize a quiet truth: This role no longer fits the way it once did. The work feels heavier. Growth has slowed. Energy drains faster than it replenishes. And yet—nothing changes. Recently, an article in Inc. outlined common signs that it may be […]
Opening Insight Advisors often tell me that their most rewarding client conversations have little to do with money. They’re about values, fears, family, purpose, and what comes next. When clients approach retirement, the technical aspects—investments, taxes, and distributions—are only part of the equation. The deeper challenge lies in helping clients emotionally prepare for a major […]
Introduction For decades, work followed a predictable pattern: one employer, one title, one steady paycheck, and then a hard stop at retirement. That world is changing. Today, more professionals—especially those in their 50s and early 60s—are embracing a new model known as poly‑employment or multi‑stream work. Instead of relying on one employer, they intentionally blend […]
October 18, 2025 Opening Insight Financial security is essential, but retirement success depends just as much on emotional readiness. For decades, work often defines identity, purpose, and community. Without preparation, even financially secure clients may struggle with self-worth, boundaries, and fulfillment. A key step in this preparation is clarifying personal values — the guiding star […]
September 18, 2025 Rhonda Fekete, ICF PCC Executive & Retirement Coach (ICF PCC, CPRC) | Career Strategy • Leadership Development • Non-Financial Retirement Coaching September 18, 2025 Opening Insight Financial planning typically focuses on what happens after the retirement party. But the real opportunity for advisors is engaging clients in the 1–2 years before retirement […]
August 17, 2025 What We’re Seeing Most clients spend decades preparing their finances for retirement. But few prepare for what really defines success: purpose, routine, and identity. Without these, even a fully funded retirement can feel empty. As an advisor, you can’t solve this with a portfolio rebalance — but you can become the partner […]