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Navigating Financial Wellness and Retirement Planning
This chapter explores the multifaceted journey of financial planning, emphasizing the significance of addressing emotional and psychological aspects alongside traditional financial metrics. The speakers reflect on their experiences and insights gained through working in the finance industry, particularly around the importance of certification and ongoing education, such as pursuing the Certified Financial Planner (CFP) designation. It also underscores the necessity of structure and purpose in retirement planning, advocating for a balanced approach that includes both productive pursuits and leisure for a fulfilling retirement experience.