Finding Happiness - Insights with Pending Retiree and Retirement Planner Glen Allen, CFP®

In this special episode, I had the pleasure of interviewing Glen Allen, a valued member of our team at Del Sette Capital Management, who is on the cusp of retirement. Glen brings a wealth of experience and insight, having been with us for six years, and he shares his thoughts on the emotional and practical aspects of retiring.

Here are some highlights from our conversation:

Identity and Work: Glen opens up about how much of his identity is tied to his work and the challenges of redefining himself post-retirement.

What He'll Miss: He reflects on the stimulating environment of portfolio management and the relationships he's built with clients and colleagues.

Excitement for the Future: Glen shares what he's looking forward to in retirement, including spending more time with family, engaging in volunteer work, and pursuing his passion for ceramics and pottery.

Concerns and Realities: We discuss the lingering worries about financial stability and the importance of having a solid retirement plan in place.

Advice for Future Retirees: Glen offers valuable advice for those who are five years away from retirement, emphasizing the need for a tailored investment strategy and the importance of planning for a fulfilling life beyond work.

This episode is packed with insights that can help anyone, whether you're planning for retirement or already enjoying your golden years.