WealthGrow: Mapping Your Retirement episode artwork

EPISODE · Jun 3, 2026 · 12 MIN

WealthGrow: Mapping Your Retirement

from WealthGrow by Wharton Investment Consultants · host Wharton Investment Consultants

Welcome to Your Blank CanvasWelcome to The WealthGrow Podcast. If you are standing within the five-year countdown to retirement, I want you to take a deep breath and clear your mind of the spreadsheets for a moment. What you are approaching is not an ending. It is not a slow fade, and it is certainly not a finish line where you just sit down and stop. Retirement can be the single largest opportunity for total personal reinvention you will ever get.For the last forty years, your alarm clock, your calendar, your identity, and your social circles have likely been dictated by your career. You have been running on a track built by someone else. Stripping that away can feel terrifying—and it’s completely normal to feel a sudden wave of anxiety alongside your excitement.But here is the truth: when you step away from your job, you aren't losing your identity; you are finally getting the keys to it. Today, we are focusing on how to design a life that makes you excited to wake up every morning, how to defend your well-being, and how to structure your wealth so it serves your dreams, not your fears.WealthGrow - By Wharton Investment Consultants 5010 Canby Drive, Wilmington DE 19808 Tel: 302-239-2111Securities and advisory services offered through Registered Representatives of Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC), member FINRA, SIPC, a broker/dealer and a Registered Investment Advisor Cetera is under separate ownership from any other named entity.

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Welcome to Your Blank Canvas Welcome to The WealthGrow Podcast. If you are standing within the five-year countdown to retirement, I want you to take a deep breath and clear your mind of the spreadsheets for a moment. What you are approaching is not an ending. It is not a slow fade, and it is certainly not a finish line where you just sit down and stop. Retirement can be the single largest opportunity for total personal reinvention you will ever get. For the last forty years, your alarm clock,...

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WealthGrow: Mapping Your Retirement

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