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Hi Reader,
What happens when the career that shaped your schedule, relationships, and identity is suddenly no longer part of your everyday life?
Preparing for retirement can mean thinking beyond the financial pieces.
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"Going on this journey alone is really hard, and almost 50% of the people that I surveyed didn't have anyone in their support group, a mentor, a role model, a coach, an advisor. That's lonely. And so we don't have to do this alone."
KELLY OTTMAN, PHD
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Retirement for Women: Identity, Purpose, and Life After Work - Part 2
In this episode, I continue my conversation with Kelly Ottman, PhD, Professor at Milwaukee School of Engineering and Executive Leadership Coach at Leadership Portals, LLC, about preparing for the personal transition into retirement.
We explore how women can rethink identity beyond a job title, create new sources of purpose, maintain important relationships, and build structure before leaving work.
Kelly also shares practical ideas from her research, including practicing retirement habits, creating a curiosity list, finding mentors and role models, and becoming more comfortable with a different pace of life.
Kelly Discusses:
- How women can begin separating their identity and sense of purpose from a professional title before retirement
- Why relationships and social connections deserve intentional preparation before leaving the workplace behind
- How practicing new routines, hobbies, health habits, and social activities can make the transition feel more familiar
- Why a curiosity list can help women explore interests and possibilities they haven't had time to pursue before
- How mentors, role models, friends, and family can provide valuable support when retirement starts to feel overwhelming
- And more!
You can catch every episode of The Simply Retirement Podcast on the website - or on your favorite podcast app.
CLICK TO TUNE IN 👇
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Related Links & Resources
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👩👩👧👦 Connect & Participate
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The Simply Retirement Toolbox
👉 What Issues Should I Consider Before I Retire?
This checklist covers 32 of the most important planning issues to identify and consider before you retire. It’s structured as follows:
- Cash Flow Issues
- Health Insurance Issues
- Asset & Debt Issues
- Tax Planning Issues
- Long-Term Planning Issues
- Other Issues
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Have more questions about retirement planning? Just hit reply to this email. I read and respond to every message. 😃
Keeping Retirement Simple,
Eric Blake, CFP®
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Retirement Is More Than Just a Math Problem.
Learn how our 3-step process can help you successfully navigate this decades-long transition—without overpaying the IRS!
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Content here is for illustrative purposes and general information only. It is not legal, tax, or individualized financial advice; nor is it a recommendation to buy, sell, or hold any specific security, or engage in any specific trading strategy.
All investing involves risk including loss of principal. Results will vary. Past performance is no indication of future results or success. Market conditions change continuously.
Information here is provided, in part, by third-party sources. These sources are generally deemed to be reliable; however, neither Blake Wealth Management nor RFG Advisory guarantee the accuracy of third-party sources. The views expressed here are those of Blake Wealth Management. They do not necessarily represent those of RFG Advisory, their employees, or their clients.
This commentary should not be regarded as a description of advisory services provided by Blake Wealth Management or RFG Advisory, or performance returns of any client. The views reflected in the commentary are subject to change at any time without notice.
Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC ("RFG Advisory" or "RFG") a registered investment advisor. Blake Wealth Management and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place.
RFG Advisory is an SEC-registered investment adviser. SEC registration does not constitute an endorsement of RFG by the Commission, nor does it indicate that RFG or any associated investment advisory representative has attained a particular level of skill or ability.
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