How to Successfully Transition into Retirement with Suzanne Campi | Queer Money Ep. 564

Life changes aren't easy and one of the biggest, transitioning from work to retirement can cause a lot of stress and anxiety. How can you be more prepared?On this episode of the Queer Money® Podcast, hosts John and David dive into the often daunting topic of retirement planning with retirement planner Suzanne Campi. Suzanne shares insights on alleviating retirement anxieties by envisioning a desired lifestyle. She discusses her unique retirement wheel, which helps clients consider essential life aspects beyond finances, such as health, relationships, purpose, and legacy. Highlighting the importance of being proactive, nurturing community ties, and having a flexible retirement plan, the episode emphasizes that retirement planning should encompass more than just financial stability.
Topics covered:00:00 Introduction to Retirement Fears
00:23 Guest Introduction: Suzanne Campi
01:38 Understanding Retirement Anxiety
02:51 Redefining Retirement for Boomers and Gen Xers
05:00 The Importance of Purpose in Retirement
08:20 Building Community and Relationships
09:59 Staying Active and Engaged
14:28 Fostering New Friendships
17:23 Balancing Friendships in Retirement
18:13 Finding LGBT-Friendly Retirement Locations
20:39 Planning Your Ideal Retirement
23:13 Ritualizing Retirement Transitions
31:24 Financial Planning for a Fulfilling Retirement
35:05 Connecting with Suzanne Campi
36:32 Conclusion and Upcoming Episodes

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