For many high-performing professionals (yes, even financial advisors), exiting a career isn’t the easy slide into golf, leisure, and legacy we imagine. In fact, it often triggers boredom, loss of identity, and a surprising lack of fulfillment—even when the money is more than enough.
This week on the Kick It Open podcast, host Shelby Nicholl is joined by Susan Latremoille, co-founder of Next Chapter Lifestyle Advisors and faculty at the Exit Planning Institute. Susan spent over 35 years as a top financial advisor before turning her focus to the non-financial side of retirement.
She now teaches others how to navigate the emotional and psychological transition of exiting a business or a career—and she was a key influence in Shelby’s own decision to pursue the CEPA designation.
In this episode:
- Why the wealth management industry is facing a retirement crisis
- The real reasons advisors stay past their prime
- How to prepare clients (and ourselves) for what's next
- The S.I.P.S. Framework: Social, Identity, Purpose, and Structure
- The Happiness Portfolio: Why diversified lives matter just as much as diversified investments
This conversation is a must-listen for any advisor planning succession—or realizing they might need to.
Hosted by Shelby Nicholl. Produced and edited by Aaron Sherman. Operations and Guest Coordination by Shelly Hadel.
