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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
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