Navigating Lifestyle Changes in Retirement
Eric Clarke, founder and former CEO of Orion Advisor, shares his experiences transitioning into retirement.
Feb 29, 2024
11:43 am
Jan 18, 2024
1:53 pm
Making an Impact in Retirement
ROL Advisor’s Mitch Anthony shares a story about a former doctor learning how to make an impact in retirement.
Oct 20, 2023
9:09 am
Do You Need a Sabbatical in Retirement?
Three reasons why your audience should consider working with an advisor to build a sabbatical into their retirement $Lifelines.
Jul 27, 2023
11:09 am
Consistently Coach Your Clients into Retirement
Hear how ROL Advisor member Randy Franklin uses a story to coach clients nearing retirement on the importance of what they are retiring TO.
Jul 13, 2023
1:57 pm
Differentiate Your Value Consistently
Hear how ROL Advisor member Joni Lindquist shares the ROL Index and $Lifeline with prospects to differentiate the experience she provides.
Jun 23, 2023
9:03 am
Building a Social Life after Relocating
Encourage folks who are relocating in retirement to build a new social network.
Jun 15, 2023
2:07 pm
How Retirement Planning is Changing from a 3-Phase Model to a Multi-Phase Model (Part 3 of 3)
In Part 3 of this three-part video series, Steve Sanduski, CFP® reviews how following a Palette of Life Model will change retirement planning.
Jun 1, 2023
9:55 am
How Retirement Planning is Changing from a 3-Phase Model to a Multi-Phase Model (Part 2 of 3)
In Part 2 of this three-part video series, Steve Sanduski, CFP® explores what's driving the multi-stage or Palette of Life model of retirement.
May 18, 2023
1:36 pm
How Retirement Planning is Changing from a 3-Phase Model to a Multi-Phase Model (Part 1 of 3)
In Part 1 of this three-part series, Steve Sanduski, CFP® defines our current three-phase retirement model and how it is evolving.
Apr 28, 2023
9:17 am
Plan a Special Vacation to Start Retirement
Here are two reasons why you should consider plotting a dream vacation right next to retirement on your $Lifeline.