Men and Retirement

Episode 148

Over the past decade, the field of finance has delved into the topic of women and transition. There are white papers, educational presentations (some I have given!), and communities dedicated to helping women plan for retirement or move on after a divorce or death of a spouse. But what about the guys? Where is the research, education, and support for men in transition?

My podcast guest, Michael Kay, CFP® asked the same questions and decided to start a blog, Chapter X, to explore these issues. The blog was a success, so he started a podcast too! Having recently sold his financial services practice, Michael now coaches men on how to navigate this life transition and is an advocate for breaking money silence on this often taboo topic.

You may have heard of Michael Kay before. He is a fee-only CFP®, Registered Investment Advisor, founder of Financial Life Focus, and the author of several books including The Feel Rich Project. He has written for Forbes, Psychology Today, and been named of the Top 100 Most Influential Advisors by Investopedia. His list of accomplishments goes on and on (read more), but the best part about Micheal is his warm heart, willingness to listen, and his willingness to be a role model for men entering their retirement years.

Listen to this podcast and discover:

  • Why the topic of men in transition has been overlooked
  • The common challenges men face when they retire
  • The role community plays in successfully transitioning to retirement
  • Questions men should ask themselves to prepare for this change
  • Tips for women on being a support during their husband’s transition

Book recommendation: 

Want to connect with Michael? Here’s how: 

 

ANNOUNCEMENT: New Master Class on Negotiations Starts March 7: 

Learn to more confidently ask for your fees, negotiate your salary, and make what you deserve. Includes 10 video lessons, individual and group coaching, and a community of like-minded women. Apply today. Space is limited.

Mention the podcast in your application and get 10% off!

 

Balanced Wealth

 

A special thank you to our episode sponsor, Balanced Wealth.

This episode is sponsored by Balanced Wealth, an advisory firm that views you as more than a number. We know you deserve to partner with a team of professionals who care about you and your goals, and empower you to make educated decisions about retirement. Your success is our success. Balance Wealth –we will be with you every step of the way. To learn more. 

 

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