Build Your Retirement Team

Building Your Retirement Team: Embracing Retirement with Support

Building and maintaining a retirement team has been an essential aspect of my retirement journey, adapting to the varying activities and needs that arise. Three distinct groups have played pivotal roles in enriching my retirement experiences, offering guidance, support, and camaraderie along the way.

Group 1: Business Professionals

Among the most invaluable contributors to my retirement journey are the business professionals who provide expertise and solutions to intricate problems. Led by Jeff, our trusted financial planner, this group offers financial guidance for both new and existing investments. Recently, Jeff provided invaluable assistance in drafting our will and devising an estate transfer strategy for our children's benefit. Additionally, the Freedom Boat Club has revolutionized my boating experience, offering tailored boating plans across my favorite destinations - The Chain, Chicago, and Florida.

Group 2: Friends

My circle of friends comprises a diverse array of individuals who play unique roles in enriching my retirement. From Kenny, who expertly handles my taxes, to Jack and Jim, my boating companions, each friend brings their own expertise and companionship to my retirement journey. I cherish the exchanges of ideas and adventures shared through texts, calls, and visits, as these interactions often provide valuable insights and perspectives.

Group 3: Family

At the heart of my retirement support system lies my family, whose unwavering support and guidance have been instrumental in navigating the complexities of retirement. My wife, Pat, stands as my foremost supporter, offering invaluable business and financial advice and enriching our retirement with shared experiences in both Chicago and Florida. My son's expertise in AI and website development has proven invaluable, while my daughters' social insights continually inspire new activities and adventures. Moreover, the joy of spending time with my grandchildren adds immeasurable value to my retirement, whether it's shopping at Target, boating, or attending sporting events.

Together, these three groups - business professionals, friends, and family - form the foundation of my retirement support system, making my retirement journey not only manageable but truly embraceable.