#219 - Beyond the Numbers: Retirement Coaching and the Human Side of Planning
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#219 - Beyond the Numbers: Retirement Coaching and the Human Side of Planning
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About this listen
In this episode of Horizon Advisers Unleashed, Ryan and Andrew explore a growing trend in the financial world: retirement coaching. It’s no longer just about the dollars and cents. More firms are helping clients answer deeper questions like: “What’s next for me?” and “How do I live a meaningful life after work?”
We dive into how retirement coaching addresses the emotional and psychological aspects of leaving a career, how it can help clients avoid “post-retirement blues,” and why this human-first approach is becoming a competitive edge for forward-thinking advisory firms.
Whether you're planning your own next chapter or advising others through theirs, this episode will open your eyes to the power of planning for purpose—not just paychecks.
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