Tim Baker

Tim Baker, a Certified Financial Planner and Registered Life Planner, joins Tim Ulbrich to discuss the deeper aspects of retirement planning that go beyond finances. They delve into the identity shifts retirees face, emphasizing how life planning can help define purpose and joy in this new phase. Key topics include the EVOKE methodology for goal-setting, aligning values with financial decisions, and creating a fulfilling retirement schedule. The conversation encourages listeners to consider not just monetary readiness, but what truly brings passion and meaning to their lives.