Can You Make Retiring Easy? Gary Poier
The Retirement Wisdom Podcast
Leaving a Lasting Legacy
Gary emphasizes the importance of creating a personal legacy and leaving a message for future generations during retirement, sharing personal anecdotes and encouraging listeners to think about their own message.
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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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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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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 making a difference. He’s the author of Win the Retirement Game: How to Outsmart the 9 Forces Trying to Steal Your Joy
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