Ep 485: Exercises to Help Clients Better Navigate the Transition to Retirement After Having Done It Yourself with Michael Kay

While financial advisors and their clients often focus on creating a succesful retirement income plan, a successful, meaningful retirement goes well beyond dollars and cents. In this episode, we dive into the deeper side of the retirement transition and why many high-performing professionals (including financial advisors) underestimate the psychological shift that comes with leaving a decades-long career. Michael Kay is a retired financial advisor and a current life coach and author, and joins the show today to share the personal challenges he faced transitioning from advisory firm owner to retiree . Listen in to learn practical exercises and questions that financial advisors can use to help clients prepare for life beyond their careers. You'll hear how to help retirees design what their weeks will actually look like, how to think through changes in social structures after leaving the workplace, and how finding new ways to make a meaningful impact can create purpose in retirement. For show notes and more visit:

You can listen to Ep 485: Exercises to Help Clients Better Navigate the Transition to Retirement After Having Done It Yourself with Michael Kay online on Radio and Podcast. Open the player on this page to stream the available audio.

Ep 485: Exercises to Help Clients Better Navigate the Transition to Retirement After Having Done It Yourself with Michael Kay is an episode from Financial Advisor Success by Michael Kitces.

This episode is 01:30:00 long.

This episode was published on Apr 14, 2026.

Yes. Use the heart button on the episode page to add it to your favorite episodes list.

Yes. This page shows related episodes from Financial Advisor Success when more episodes are available from the podcast feed.