I made some very good decisions that led to a successful retirement. Many of my friends were not or have not been so lucky, and are paying for this dearly now. I would love to be able to help others plan their retirement so that they can live as well as I am at 64. What is the best pathway to become a retirement consultant?
What does successful retirement look like to you? And when you describe friends who are “dearly paying now,” what do you mean? Are they struggling with finances, boredom, illness… or something else?
These are the questions that will help define how you frame retirement success and where you might best belong. Are you interested in the financial planning aspect of retirement, or coaching people in the various dimensions of creating fulfilling years of life in older adulthood?
It’s apparent that you know your new “Why?” The next determinant to your success is to uncover your “Who?” Once you get this critical component, the “What” will reveal itself. (Albeit always evolving.) All else will then follow, falling into place as long as you keep showing up and standing up for your core values and those of your desired ideal clients.
Whether you are interested in financial planning or whole-person coaching, there are many ways that you can get trained and certified – and you can find this information online.
As a retirement consultant you could impact others in very profound ways – and this is a big responsibility. Be sure to get as much training as possible so you can catalyze the changes that will most effectively support clients and fulfill your best intentions.