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

Queer Money®: How Gay People Do Money

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 Fears
• 00:23 Guest Introduction: Suzanne Campi
• 01:38 Understanding Retirement Anxiety
• 02:51 Redefining Retirement for Boomers and Gen Xers
• 05:00 The Importance of Purpose in Retirement
• 08:20 Building Community and Relationships
• 09:59 Staying Active and Engaged
• 14:28 Fostering New Friendships
• 17:23 Balancing Friendships in Retirement
• 18:13 Finding LGBT-Friendly Retirement Locations
• 20:39 Planning Your Ideal Retirement
• 23:13 Ritualizing Retirement Transitions
• 31:24 Financial Planning for a Fulfilling Retirement
• 35:05 Connecting with Suzanne Campi
• 36:32 Conclusion and Upcoming Episodes

Let's connect:

• Queer Money Instagram
• Queer Money YouTube
• Connect with John on LinkedIn
• Connect with David on LinkedIn

Mentioned in this episode:

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