Finances After 55: Planning Your Retirement Roadmap

Welcome to the Meru Life Podcast, where we talk to and about Active Seniors (vibrant individuals between 55 and 70) with newer goals, passions to pursue, and a second innings to shape with purpose.In this episode, Mihir Karkare‬ sits down with Suraj Kaeley, a legendary financial leader and mentor, often called the father of SIPs in India. With decades at HDFC, Franklin Templeton, MetLife, and more, Suraj unpacks what financial security really means in your 50s and 60s and why preparing for a 100-year life is not just smart, but essential.👉 What’s covered:-- Why retirement planning should begin before retirement-- How to align your finances with a 100-year life mindset-- The limitations of traditional financial wisdom-- How to avoid liquidity traps caused by real estate-heavy portfolios-- Why emotional and mental readiness is as critical as financial readiness-- Common investment biases people carry into retirement✨ If you’re 55+ (or someone who is thinking about retirement) and wondering how to turn your life savings into a purposeful, secure, and enjoyable next chapter, this episode is packed with actionable wisdom and personal insights.📌 Don’t forget to like, share, and subscribe to support more content for the most vibrant age group - our Active Seniors!🧡🔗 Follow us for more trusted content on financial wellness, life transitions, mental resilience, and finding purpose after 55.