Serving a Pre-Retiree and Retired Market with Non-Financial Services with Susan Latremoille
Among her extensive credentials and achievements, Susan Latremoille is a Certified Professional Retirement Coach and the partner and co-founder of Next Chapter Lifestyle Advisors. Observing a growing need to redefine retirement and embrace a broader vision for the life stage, Susan shares how the n…
More Than Money: A Purpose-Driven Retirement
Doctors - Retirement is more than money - it's the chance for you to fulfill your purpose after the transition.You don't have to settle for anxiety, depression, or struggle with your identity beyond retirement...This podcast episode of Physician Wealth Meds will open the door to get you thinking ab…
Does Your Advisor Understand Retirement?
We’re going to continue the financial planning for retirement theme that we started last week in our interview with Darren Coleman from Portage Cross Border Wealth Management.
When we talk about retirement, we’re really speaking about a period of time in someone’s life that could span 30 or more ye…
Next Chapter Partners: Preparing Owners for Life After Exit
In this episode of Poised for Exit, we sit down with Marianne Oehser, and Susan Latremoille, of Next Chapter Lifestyle Advisors, for a conversation about the often-overlooked emotional side of exiting a business.
With combined backgrounds in financial advising, corporate leadership, and retirement …
Designing the Next Chapter: Retirement Planning for Purpose, Identity, and What Comes Next
In this episode, we’re joined by Susan Latremoille, Co-Founder and Partner at Next Chapter Lifestyle Advisors. With more than 35 years of experience as a wealth advisor, including leadership roles on RBC’s Chairman’s Council and the board of Richardson Wealth, Susan now helps clients and advisors …
The Happiness Portfolio: 8 Things That Matter More Than Money | Marianne Oehser
I Failed at Retirement Twice | Marianne Oehser
She had the beach house, the golden parachute, and all the time in the world. By 40, Marianne Oehser was living the dream. So why did it nearly destroy her marriage — and send her running back to work?
EPISODE SUMMARY
Marianne Oehser doesn't like the w…
Episode 13- To Work or Not To Work
This episode explores the multifaceted role of work in retirement, emphasizing intentionality and fulfillment beyond just staying busy. We discuss how to assess your personal motivations and match them to the types of work that bring purpose and joy.Key Topics:
The concept of the happiness portfo…
Retiring Retirement: Why Your Next Chapter Can Be Bigger Than Your Career – Anne Van Leynseele
In this episode of Beyond Retirement, Jacquie speaks with Anne Van Leynseele, creator of Preferment, about why the traditional idea of retirement may no longer serve today’s retirees. Anne believes that after decades of building careers, raising families, and meeting obligations, the post-career ye…
Retirement Relationships: What Couples Need to Talk About – Marianne Oehser
In this episode of the Beyond Retirement podcast, Jacquie speaks with Marianne Oehser, a certified retirement and relationship coach, co-founder of Next Chapter Lifestyle Advisors, and author of Your Happiness Portfolio for Retirement: It’s Not About the Money. Marianne brings a deeply practical pe…
Why Retirement Needs More Than Leisure
In this solo episode of Beyond Retirement, Jacquie reflects on a powerful story from her recent conversation with retirement coach Marianne Oehser; a story about laundry, assumptions, and the quiet resentment that can build when couples do not clearly communicate their expectations.
Retirement chan…
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