Planning to retire? Check Out Our Best Books About Retirement

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Retirement is one of life's most challenging transitions. But can it be made easy? Gary Poier thinks so. He's the author of Make Retiring Easy: How to Create the Best Retirement Life for Your Clients. He joins us to explain how.

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Make 2024 a Great Year!

Build the Right Habits – Fast Start program - Starts January 5th - 3 One Hour sessions

Design Your New Life in Retirement – 6 sessions over 12 weeks – starts January 25th

Take the first step. Sign up today!

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Podcast Episodes You May Like

Retire Happy – Dr. Catherine Sanderson

Why Retirement is About Much More Than Money – Ted Kaufman & Bruce Hiland

When Will You Flip the Switch? – Dr. Barbara O’Neill

What Are The Keys To A Successful Retirement? Fritz Gilbert

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Bio
Gary Poier is the author of Make Retiring Easy: How to Create the Best Retirement Life for Your Clients. As a financial planner, Gary approached retirement planning from the financial perspective.  However, he often found that many of his clients were unable to tell him what they wanted to do with their lives in retirement.  He believes that, as a trusted advisor, your financial advisor should want to help you figure out how to make your retirement all you want it to be and be the best time of your life. To do so requires thinking about retirement from as many different perspectives as you can so that you are able to uncover the potential retirement is offering. Make Retiring Easy lays out a system for looking at retirement from 30 different perspectives. Gary was an Investment and Retirement Planner with RBC Wealth Management. In April 2013, Gary left the financial services industry to create his second act - Aspire Personal Achievement Inc.

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For More on Gary Poier

Make Retiring Easy: How to Create the Best Retirement Life for Your Clients

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Retire Smarter. Don’t Miss An Episode
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Wise Quotes 



On Retirement

"How do you want your relationships to grow and evolve over the course of your life? Because the relationship you have with your own children or your own parents or grandchildren, it's going to change as you age. And then how do you want your lifestyle to change and evolve over time? Because as I mentioned with my parents, they couldn't do later in life what they could do earlier in life. So you have to be aware. You have to be aware that your lifestyle is going to change and how it's going to change."


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About Retirement Wisdom


I help people who are retiring, but aren’t quite done yet, discover what’s next and build their custom version of The Multipurpose Retirement.™ A meaningful retirement doesn’t just happen.  It takes more than a vision. It takes imagination and practical ideas you can test and refine.


Schedule a call today to discuss how The Designing Your Life process created by Bill Burnett & Dave Evans can help you make your life in retirement a great one – on your own terms.





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About Your Host

Joe Casey is an executive coach who also helps people design their next life after their primary career and create their version of The Multipurpose Retirement.™ He created his own next chapter after a twenty-six-year career at Merrill Lynch, where he was Senior Vice President and Head of HR for Global Markets & Investment Banking.

Today, in addition to his work with clients, Joe hosts The Retirement Wisdom Podcast, which thanks to his guests and loyal listeners, ranks in the top 1 % globally in popularity by Listen Notes, with over 1 million downloads. Business Insider has recognized Joe as one of 23 innovative coaches who are makin...