How to Successfully Transition into Retirement with Suzanne Campi | Queer Money Ep. 564

Life changes aren't easy and one of the biggest, transitioning from work to retirement can cause a lot of stress and anxiety. How can you be more prepared?On this episode of the Queer Money® Podcast, hosts John and David dive into the often daunting topic of retirement planning with retirement planner Suzanne Campi. Suzanne shares insights on alleviating retirement anxieties by envisioning a desired lifestyle. She discusses her unique retirement wheel, which helps clients consider essential life aspects beyond finances, such as health, relationships, purpose, and legacy. Highlighting the importance of being proactive, nurturing community ties, and having a flexible retirement plan, the episode emphasizes that retirement planning should encompass more than just financial stability. Topics covered:00:00 Introduction to Retirement Fears00:23 Guest Introduction: Suzanne Campi01:38 Understanding Retirement Anxiety02:51 Redefining Retirement for Boomers and Gen Xers05:00 The Importance of Purpose in Retirement08:20 Building Community and Relationships09:59 Staying Active and Engaged14:28 Fostering New Friendships17:23 Balancing Friendships in Retirement18:13 Finding LGBT-Friendly Retirement Locations20:39 Planning Your Ideal Retirement23:13 Ritualizing Retirement Transitions31:24 Financial Planning for a Fulfilling Retirement35:05 Connecting with Suzanne Campi36:32 Conclusion and Upcoming EpisodesLet's connect:Queer Money InstagramQueer Money YouTubeConnect with John on LinkedInConnect with David on LinkedInMentioned in this episode:Ready to retire where you can be yourself... fully?Learn more about the Portugal Golden Opportunites Fund with OptimizeGet Your Portugal Golden Visa Here!