Episode 233

The Secrets to a Happy Retirement - with Kim Curtis

Published on: 28th May, 2023

Kim Curtis is the bestselling author of Money Secrets and Retirement Secrets. She's also a nationally recognized wealth management advisor and speaker. She has been profiled in several publications, including the Wall Street Journal.

Kim shares with us many of the secrets found in her book, about how to have a happy, successful retirement. She believes that the biggest reason that retirement generally fails is that people are not preparing emotionally for this stage of life. It's important to know who you are and that's often overlooked.

Couples are very likely to run into problems if they don't discuss their individual plans and hopes for retirement. In her book, Kim has checklists for couples to help them gauge their readiness.

We also discuss the "5 D's and 1 big B" of retirement:

  • depression
  • dependence
  • divorce
  • disability
  • drunkenness
  • BOREDOM

You will find the Retirement Secrets workbook Kim mentioned on this site:

https://financialliteracypress.com/retirement-secrets/

Please reach out to Kim with questions or comments:

https://www.facebook.com/WealthLegacyInstitute

https://www.instagram.com/happinessdoesntretire/

www.facebook.com/curtisgehl

www.linkedin.com/in/kimberlylcurtis

www.youtube.com/channel/UCfYVRFXtjFYN-AoRuKt0mYw

https://twitter.com/WLILegacy

https://twitter.com/KimCurtisLegacy

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About the Podcast

Beyond Retirement
What really happens after retirement?

If you’re approaching retirement—or already there—and wondering what now?, you’re not alone. The world is full of financial advice for retirement, but there’s far less about how to actually live a fulfilling life once the 9-to-5 ends.

Beyond Retirement is the podcast that explores what comes after the career chapter. Whether your retirement was planned or unexpected, joyful or jarring, you’ll find real stories, honest conversations, and practical inspiration here.

Join host Jacquie Doucette as she shares her own journey and speaks with people who’ve reimagined life after work—some fully retired, some shifting gears, and all discovering new meaning in this next stage. From finding purpose to building community, embracing play, and navigating change, we’ll explore how to create a life that truly fits.

Because retirement isn’t the end—it’s a new beginning.

Let’s figure out what comes next, together.

About your host

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Jacquie Doucette