In Conversation with Terry Shepherd

Sarah and Jim Charles - From Work to What’s Next: Designing a Life you Don’t Want to Retire From

Terry Shepherd

What if retirement isn’t the finish line—but the beginning of something more intentional? In From Work to What’s Next, husband-and-wife financial advisors Sarah K. Charles and Jim Charles rethink retirement as a redesign, not an ending. Drawing on 60 years of combined experience—and Jim’s own search for purpose after leaving his career—they share practical tools and real stories to help turn “now what?” into what’s next.