Planning for retirement isn’t just about building an investment portfolio. For many people, the hardest part of retirement is feeling that loss of identity their careers provided.
I’m very excited to have Sandy Vecchi on for this episode to discuss one of the most overlooked aspects of retirement planning: purpose, identity, and building a meaningful “third act.”
After spending decades in financial services, Sandy discovered that many retirees struggle not because they risk running out of money, but because they lose the structure, relationships, and identity that work once provided. Following a deeply personal family health crisis in her retirement, she completely redefined what retirement could look like and now helps others do the same.
In this episode you’ll learn:
• Why retirement is an identity transition, not just a financial one
• The “honeymoon phase” many retirees experience
• How to discover purpose after leaving your career
• Why financial independence creates freedom, but not fulfillment
• The biggest regrets people have later in life
• Practical ways to prepare emotionally before retirement
• How to build a meaningful legacy beyond money
If you’re within a few years of retirement, or have already retired, this conversation may change how you think about your next chapter.
If you enjoyed this episode, please like, subscribe, and share it with someone preparing for retirement.
~Kevin
Are you interested in working with me 1 on 1?
You can start with our Retirement Readiness Questionnaire linked on our website so we can learn more about how we can help in your journey to and through retirement.
Connect with me here:
Or, visit my website
📌 Connect with Sandy Vecchi:
Website: https://www.sandyvecchi.com
YouTube: https://www.youtube.com/@sandyvecchi9814
LinkedIn: https://www.linkedin.com/in/sandy-vecchi-mba-a2a528378/
Instagram: https://www.instagram.com/sandyvecchispeaking
This is for general education purposes only and should not be considered as tax, legal, or investment advice.
