Susan Latremoille has been a wealth advisor for over 35 years. Susan assisted her clients to financially plan for their retirements and managing 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 traveller, mom, grandmother, certified yoga teacher, and enjoys her time as a 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
Get The FREE special report 7 Simple Steps to Becoming Your Own Banker – http://7steps.ca/
In today’s episode, we talk to Russ Morgan and Joey Mure of The Wealth Without Wall Street Podcast and their journey of discovering the...
On today’s episode of the advisor series, Roman Pushkar joins to talk about his journey with IBC after migrating to Canada from Russia. Roman...
Wealth Without Bay Street EPISODE #137: Join us for today’s episode of Wealth Without Baystreet with Jayson and Richard to learn about how becoming...