Horizon Advisers Unleashed Podcast
As financial planners and business owners, we will discuss many topics. Our goal is to educate listeners on specific financial topics as well as conducting interviews of other business professionals. We hope you learn from their insight, stories, and experiences.Financial Advisor offering securities offered through Cetera Wealth Services, LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity Tax services are provided by Horizon Advisers. Cetera Wealth Services LLC does not provide tax services. Tax and accounting services provided by Horizon Advisers CPA. Cetera Wealth Services LLC does not provide tax nor accounting services. 50 W Big Beaver Road, Troy, MI 48084
Horizon Advisers Unleashed Podcast
#219 - Beyond the Numbers: Retirement Coaching and the Human Side of Planning
In this episode of Horizon Advisers Unleashed, Ryan and Andrew explore a growing trend in the financial world: retirement coaching. It’s no longer just about the dollars and cents. More firms are helping clients answer deeper questions like: “What’s next for me?” and “How do I live a meaningful life after work?”
We dive into how retirement coaching addresses the emotional and psychological aspects of leaving a career, how it can help clients avoid “post-retirement blues,” and why this human-first approach is becoming a competitive edge for forward-thinking advisory firms.
Whether you're planning your own next chapter or advising others through theirs, this episode will open your eyes to the power of planning for purpose—not just paychecks.
