101. What is Your Happiness Portfolio? Retire Happy With Purpose | Susan Latremoille

Susan Latremoille has been a wealth advisor for over 35 years. Susan assisted her clients to financially plan for their retirements and managing their investments. She saw a common thread among her clients. Having enough money to retire was only a piece of the retirement puzzle. It was the non-financial side that had the greatest impact on the predictability of a successful retirement. Susan is a Co-Founder and Partner in Next Chapter Lifestyle Advisors. She is a Family Enterprise Advisor, FEA, (Family Enterprise Exchange), and holds an Executive MBA. She is also a certified Retirement Coach (CPRC) and an Expert Level SuccessFinder Practitioner. Susan is the author of The RichLife – Managing Wealth and Purpose, It’s Not Just about the Money – The Whole Life Approach to Wealth Management, and co-author of On the Shoulders of Atlas- a Story about Transitioning a Family Owned Business and co-author – Thriving Throughout Your Retirement Transition. She is a world traveller, mom, grandmother, certified yoga teacher, and enjoys her time as a roof-top gardener as well. IN THIS EPISODE, YOU WILL LEARN: 0:00 Introduction 2:00 Susan’s Inspiration 9:04 Managing Wealth and Purpose 15:59 Next Chapter Lifestyle Game Plan 21:29 Relationships and Retirement 25:25 Learning New Skills 28:21 Health and Longevity 34:50 Long term Goals and Retirement Objectives 41:37 Who Would Susan Be a Hero To Get The FREE special report 7 Simple Steps to Becoming Your Own Banker –  http://7steps.ca/