Designing the Next Chapter: Retirement Planning for Purpose, Identity, and What Comes Next

Episode notes

In this episode, we’re joined by Susan Latremoille, Co-Founder and Partner at Next Chapter Lifestyle Advisors. With more than 35 years of experience as a wealth advisor, including leadership roles on RBC’s Chairman’s Council and the board of Richardson Wealth, Susan now helps clients and advisors plan for the human side of life transitions. As a Certified Exit Planning Advisor and Retirement Coach, she invites us to rethink what comes after the sale of a business or the end of a career, not just financially, but emotionally and personally. We discuss how to clarify purpose beyond work, reignite curiosity, and shape a next chapter filled with growth, meaning, and connection. You’ll hear how Susan supports people in rediscovering dormant interests, building new social circles, and navigating the identity shifts that often accompany retirement. Whether you’re advising clients through a transition or preparing for one yourself, this conversation offers grounded, practical insight into making the most of what’s next. About Susan Latremoille Susan spent over 35 years as a wealth advisor, helping clients plan financially for retirement.

Related episodes across the Index

Other episodes covering the same guests and topics, from across The B2B Podcast Index.

• James Lawson on The Realities of Building and Exiting Businesses in Financial ServicesLeadership Perspectives in Financial Services · on Wealth management72 / 100
• How Avantos positioned against CRM by calling itself an operating system for client management - and why buyers got it immediately | Bassam Chaptini Fintech Builders · on Wealth management70 / 100
• From the Garden to the Branch: A Knicks Win, a Chase Misquote, and the Zillennial Investment OpportunityWhat's Going On In Banking · on Wealth management69 / 100
• Season 1 - Episode 25 | The Real Journey of Entrepreneurship - Pain, Purpose, and Personal Growth: Mr. Daron Hongsananda (Thailand)Thriving in the Age of Disruption · on family business65 / 100
• How Tech Thursday Became the Heartbeat of Canada's Prairie Tech EcosystemWhat The Tech? · on canada44 / 100
• Fintech Files Finale: Five Years of Tech, Transformation, and Career GrowthFintech Files · on Wealth management37 / 100

• Inherited Vision, Unwritten Future: How the Next Generation Shapes What Comes Next80 / 100
• The Next Chair: Governing Tomorrow, Next Generation Leadership in Family Enterprises58 / 100
• Return on Meaning: Rethinking Wealth Beyond Financial Capital
• The Architecture of Ownership: How Families Build Structures That Last
• Designing for the Life Ahead: How Homes Can Support Every Stage of Family Life