The Non-Financial Plan for Retirement

Welcome to The Inspired Retirement Guide by Tulett, Matthews & Associates. This guide focuses on the often-overlooked non-financial aspects of retirement, crucial for a fulfilling life beyond work. While financial security is vital, we know true retirement success involves much more.

In partnership with Susan Hogan, a non-financial retirement coach and founder of Inspired Retirement, we explore how to align your retirement with your values, passions, and goals. Susan shared her insights on The Empowered Investor podcast (episode 80), where she introduced a more intentional approach to planning.

This guide introduces Susan’s “Retirement GPS,” covering three key non-financial elements: Good Health, Purpose, and a Social Network. This GPS metaphor helps you assess your situation, set goals, choose the best path, and adjust as needed.

Explore Susan’s framework to overcome common retirement challenges, ensuring your retirement is both financially secure and personally fulfilling. This guide will help you build a retirement that truly reflects your values.

We’re here to help you integrate these principles into your retirement plan. Let’s embark on the journey to your ideal retirement together!