Episode 114 - You Sold the Business… Now What?

For many, selling a business or stepping into retirement is viewed as a finish line. But once you get there, a different set of questions often begins to take shape. What does your day-to-day look like? Where does your sense of direction come from? And how do you approach this next chapter with intention? In this episode, we shift the focus beyond financial outcomes and into the experience of transition. If you are approaching a business exit, retirement, or a major career change, this conversation is designed to help you think more clearly about what comes after. We explore how routine, identity, and purpose can evolve when work is no longer the central structure. From considering how you want to spend your time to testing new interests before making a full transition, the goal is to help you move into this season with greater awareness. You’ll also hear reflections on how expectations around retirement or lifestyle changes don’t always match reality, and why staying adaptable may help support a more meaningful transition over time. This is not about having a perfect plan in place. It is about being thoughtful in how you approach change, asking better questions, and allowing space to discover what truly matters in the next phase of life. If you are thinking about what comes after a major financial or career milestone, this episode offers perspective to consider as you think through that process. ---    Information and ideas discussed are general comments and cannot be relied upon as pertaining to your specific situation, do not constitute legal/financial advice, and do not create an attorney-client or fiduciary relationship. Examples discussed are fictional. You should consult your own advisor/attorney and do your own diligence prior to making any decisions. Investments involve risk and the possibility of loss, including the loss of principal. All situations are different, and results may vary. Randy Barkley is a life insurance agent CA license # 0518567 and Jeremiah Lee is a California licensed attorney and is responsible for this communication. Advisory services offered through TriCord Advisors, Inc., a Registered Investment Advisory firm.