Having a fulfilling retirement is about more than just money. But figuring out what your golden years mean to employees may require some outside help.
“A retirement coach helps people really figure out how to invest their time,” says Joe Casey, an executive coach and former SVP at Merrill Lynch. “If they don’t plan for the non-financial side of retirement, they’ll get a lot of surprises, and it can actually derail a retirement. You want to have your money handled well to afford and survive retirement, but how do you want to thrive?”
