It all started a few years ago. An advisor called to talk about what he was seeing among his newly retired clients: “I work with them for a decade or two and get them financially ready for retirement. Then, I watch them retire and they aren’t always happy.” The advisor asked if I knew of any resources that might help clients answer the question, “Who do you want to be when you retire?”
I’m not generally at a loss for words, but I was at that moment. As soon as I hung up, my gut was churning with irrational emotions: Why did the advisor call me? Did he think I was ready to retire?