101. What is Your Happiness Portfolio? Retire Happy With Purpose | Susan Latremoille

7 Simple Steps to Becoming Your Own Banker - go to http://7steps.ca/

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/ 

 

📌 EPISODE LINKS:

Connect with Susan:

Website: www.nextchapterlifestyleadvisors.com

Email: susan@nextchapterlifestyleadvisors.com

📚RESOURCES:

Author, The RichLife - Managing Wealth and Purpose

https://www.amazon.com/RichLife-Managing-Wealth-Purpose/dp/0978140109

Co-Author: Thriving Throughout Your Retirement Transition

https://www.amazon.com/Thriving-Throughout-Your-Retirement-Transition-ebook/dp/B08MSDR222

 

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📚 IBC RECOMMENDED BOOKS

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📽️ WATCH THE DOCUMENTARY

Documentary Film This is Nelson Nash: https://www.ascendantfinancial.ca/nelson-nash-film/

 💸 Financial Advisor? Learn about the Infinite Banking Concept here: Nelson Nash Institute Practitioner Program: https://infinitebanking.org/practitioners-program/ref/6/

EVA - Economic Value Add The Real Key To Creating Wealth Article: https://infinitebanking.org/the-real-key-to-creating-wealth/ref/6/

 

EVA - Economic Value Add The Real Key To Creating Wealth Article: https://infinitebanking.org/the-real-key-to-creating-wealth/ref/6/

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