Navigating the Transition: From Finance Executive to Retiree

Retire with Intention was recently featured on “Booming Encore”, a website designed to support and help baby boomers to live their best life through valuable, thoughtful information that matters.

In the feature story, I talk about my career as a financial executive and my own transition into retirement. Read the full story here.

An excerpt from the article:


Retirement is often portrayed as the ultimate goal, the reward for years of hard work. However, the transition can be challenging, especially for those who have defined themselves by their careers.

As I embarked on this new chapter of my life, I realized that building a happy and thriving retirement goes beyond financial planning; it requires careful consideration of the non-financial aspects as well.

Initially feeling like stepping into the unknown, retirement hit me hard despite years of planning for this moment.

As I bid farewell to my career, I found myself questioning my identity and purpose outside the office walls. It was a profound moment of reflection, realizing that there was more to retirement than simply walking away from a job.

In the midst of this transition, I leaned heavily on my support system—my family, friends, and colleagues—to navigate this new phase of life. Their encouragement and wisdom provided me with the foundation I needed to embark on this journey with confidence. Together, we celebrated the milestones and shared in the challenges, reinforcing the importance of meaningful connections in retirement.


Read the full article on Booming Encore.

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Transitioning From Career to Retirement