Designing the Next Chapter: Retirement Planning for Purpose, Identity, and What Comes Next
About this episode
This episode features Susan Latremoille discussing retirement planning that focuses on purpose and identity beyond work.
In this episode, we’re joined by Susan Latremoille, Co-Founder and Partner at Next Chapter Lifestyle Advisors. With more than 35 years of experience as a wealth advisor, including leadership roles on RBC’s Chairman’s Council and the board of Richardson Wealth, Susan now helps clients and advisors plan for the human side of life transitions. As a Certified Exit Planning Advisor and Retirement Coach, she invites us to rethink what comes after the sale of a business or the end of a career, not just financially, but emotionally and personally. We discuss how to clarify purpose beyond work, reignite curiosity, and shape a next chapter filled with growth, meaning, and connection.
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