Executive and retirement coach Andrea Maizes prevents people from making terrible mistakes. Business founders, CEOs and executives may simply trust that they will figure out retirement when it arrives, but life’s transitions can easily blindside even the most capable among us. Andrea sat down with Eric Meermann, CFP®, CVA, EA and Paul Jacobs, CFP®, EA to talk about when someone is ready for retirement, the ways that modern retirement looks different from the cliched image many hold, and what to do if someone arrives in retirement only to discover that it isn’t what they thought it would be. Find out how Andrea helps her clients define retirement success and the steps she can help them can take to achieve it.

• Learn more about Andrea
• Andrea on LinkedIn
• “The Next Edit” on Substack
• “Your Next Edit” book cover reveal
• “Life Is in the Transitions” by Bruce Feiler
• RQ Assessment

Jonathan Stanley, the bestselling author of “Purposeful Performance: The Secret Mix of Connecting, Leading, and Succeeding,” unexpectedly went viral after connecting with a little girl and her mother at a book signing. But while TikTok success was a surprise, connection was already fundamental to Jonathan’s message for business leaders and employees alike. In a conversation with Paul Jacobs, CFP®, EA, and host Amy Laburda, Jonathan discusses his book at length. Discover why businesses need to identify their values and ensure they’re aligned with both employees and customers; why putting purpose ahead of profit leads to better long-term outcomes; how to help employees achieve and celebrate their successes, and much more.

Editor’s Note: Otto Frank’s name is accidentally transposed in passing as “Frank Otto” (at 38:12).

Links:

• Jonathan’s website
• Purposeful Performance (print or e-book)
• Purposeful Performance (audiobook)
• Taylor Mae’s TikTok
• Jonathan’s TikTok response
• "The Benefits Of Volunteering" ("Something Personal" S2E15, featuring Paul Jacobs)

Whether you’re buying a laptop, replacing a washing machine, or booking an international vacation, retailers are eager to sell you additional protection for your purchase. Whether it takes the form of a service plan, an extended warranty or trip disruption insurance, it can be hard to evaluate whether these add-ons are worth the price. Thomas Walsh, CFP®, joins host Amy Laburda for a deep dive into what these products involve, when they are and aren’t worthwhile, and alternative strategies for protecting your budget and your peace of mind. Learn how to think about your options like a financial planner, and why it’s important to avoid making decisions out of anxiety.

Links:

• “The Elusive Right-Sized Emergency Fund” by Benjamin C. Sullivan, CFP®, CVA, EA
• “Balancing Building Savings With Paying Off Debt” featuring Thomas Walsh, CFP®