What is your happiness portfolio? Retire Happy With Purpose

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Wealth Without Bay Street EPISODE 101 Susan Latremoille, a wealth advisor for over 35 years, assists her clients to financially plan for their retirements and manage their investments. She saw a common thread among her clients. Having enough money to retire was only a piece of the retirement puzzle. It was the non-financial side that had the greatest impact on the predictability of a successful retirement.

Susan is a Co-Founder and Partner in Next Chapter Lifestyle Advisors. She is a Family Enterprise Advisor, FEA, (Family Enterprise Exchange), and holds an Executive MBA. She is also a certified Retirement Coach (CPRC) and an Expert Level SuccessFinder Practitioner. Susan is the author of The RichLife – Managing Wealth and Purpose, It’s Not Just about the Money – The Whole Life Approach to Wealth Management, and co-author of On the Shoulders of Atlas- a Story about Transitioning a Family Owned Business and co-author – Thriving Throughout Your Retirement Transition. She is a world traveler, mom, grandmother, certified yoga teacher, and enjoys her time as roof-top gardener as well.

IN THIS EPISODE, YOU WILL LEARN:
0:00 Introduction
2:00 Susan’s Inspiration
9:04 Managing Wealth and Purpose
15:59 Next Chapter Lifestyle Game Plan
21:29 Relationships and Retirement
25:25 Learning New Skills
28:21 Health and Longevity
34:50 Long term Goals and Retirement Objectives
41:37 Who Would Susan Be a Hero To

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📌 EPISODE LINKS:
Connect with Susan:
Website: www.nextchapterlifestyleadvisors.com
Email: [email protected]

📚RESOURCES:
Author, The RichLife - Managing Wealth and Purpose
https://www.amazon.com/RichLife-Managing-Wealth-Purpose/dp/0978140109
Co-Author: Thriving Throughout Your Retirement Transition
https://www.amazon.com/Thriving-Throughout-Your-Retirement-Transition-ebook/dp/B08MSDR222

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📽️ WATCH THE DOCUMENTARY
Documentary Film This is Nelson Nash: https://www.ascendantfinancial.ca/nelson-nash-film/
💸 Financial Advisor? Learn about the Infinite Banking Concept here: Nelson Nash Institute Practitioner Program: https://infinitebanking.org/practitioners-program/ref/6/
EVA - Economic Value Add The Real Key To Creating Wealth Article: https://infinitebanking.org/the-real-key-to-creating-wealth/ref/6/

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