Planning For A Successful Retirement

“I’ve been in the business of helping people retire for over 15 years. And to be candid, I’ve seen a lot of people struggle with this transition in life in a number of different ways. We help you think about the issues associated with retirement to ensure you have the best transition possible.” 

Paul Saad

To thrive in retirement, you have to understand what the new post-career landscape looks like.

Yesterday’s picture of retirement had two phases: Pre-Retirement and Leisure.Today’s picture is very different! My experience suggests that there are four stages. They are not clear-cut or perfectly defined but it helps to think of this chunk of our lives in stages just to organize the concepts.

The new landscape of retirement

Copyright 2019 Marianne Oehser and Retire and Be Happy

It’s Time To Rethink Retirement


The idea of retirement has changed; we need to look at things differently. Figuring out how much you need is simply mechanical, and most basic retirement software can do that. Having the appropriate resources let’s you sleep at night, but having a “purpose” gets you up in the morning.

After spending your working life saving and investing, there are some critical decisions you need to make before you start taking those funds out. Planning ahead will help you get the most out of your retirement nest egg.

It’s up to you — Whether you should retire at 62, 65, or some other age, only you can decide what is right for you. In fact, you may want to reconsider retiring at all––at least in the traditional sense.

We want you to be the driver. In control of your life, not a passenger.  It’s time to reframe your thinking from “Retiring from something” to “retiring to something” another 30+ years of life!

Retirement Planning, Retirement Income, Social Security, Medicare