Episode 18: Designing a Purpose-Driven Retirement with Simon Chan and Mike Drak

The Future-Ready Advisor

Discover the keys to unlocking a vibrant and dynamic retirement as we challenge the outdated notions of this life transition with financial visionaries Simon Chan and Mike Drak. This episode promises to redefine your understanding of retirement and work, exploring beyond the financial readiness to the vital non-monetary elements that foster a fulfilling post-career life. As your host, Sam Sivarajan, I'm here to share my experiences alongside the expert wisdom of Simon and Mike, guiding you through the complexities of adapting to a society where a full-stop retirement is a relic of the past.
We're living longer, and retirement is no longer a one-size-fits-all affair. Join us for a compelling discussion where we navigate the evolving landscape of work and leisure in the golden years, inspired by the innovative trails blazed by Baby Boomers. Tackling everything from labor shortages to psychological adjustments, the insights provided by my guests shed light on the importance of continuous engagement and the value of networking as we transition into what can be the most fulfilling phase of our lives. Equip yourself with strategies for a bespoke retirement journey with advice drawn from Mike's "Longevity Lifestyle by Design" and Simon's experiences in questioning the status quo to design a personalized path into the future.
Closing the conversation, we don't just leave you with food for thought but also actionable insights to execute your unique retirement blueprint. Simon and Mike emphasize the significance of finding ongoing passion projects and the powerful role of maintaining connections through networking, even as we step away from our traditional careers. They invite you on a journey to forge a retirement filled with purpose, passion, and personal growth. So, if you're ready to craft a future-proof retirement plan that resonates with your individual aspirations, this episode is your gateway to turning those visions into reality.
Links mentioned in the episode:
www.boomingencore.com
www.adaptwithintent.com

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What’s Next?

Staying Ahead of the Curve: Insights for Financial Advisors
In today's rapidly evolving financial landscape, how do you continue to thrive and better serve your clients? As an industry veteran for over 25 years, I understand the unique challenges facing financial advisors.
I have a wealth of resources to help you navigate these challenges:

• Visit my website at https://www.samsivarajan.com/resources to download a free behavioral coaching guide and a free goals-based investing case study, packed with tips and strategies.
• While you're there, don't forget to explore my bestselling books at https://www.samsivarajan.com/books. These books provide readers with further insights and guidance on how we can make better decisions - in investing, at home, and in the workplace.
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