Episode
Ep 485: Exercises to Help Clients Better Navigate the Transition to Retirement After Having Done It Yourself with Michael Kay
- Podcast
- Financial Advisor Success
- Published
- Apr 14, 2026
- Duration seconds
- 5400
- Processing state
not_requested
Actions
POST https://stenobird.com/v1/public/podcasts/financial-advisor-success-1002597/episodes/ep-485-exercises-to-help-clients-better-navigate-the-transition-to-retirement-after-having-done-it-yourself-with-michael-kay/transcription-requests
Idempotently request low-priority transcript generation for this episode.GET https://stenobird.com/podcast/financial-advisor-success-1002597/ep-485-exercises-to-help-clients-better-navigate-the-transition-to-retirement-after-having-done-it-yourself-with-michael-kay.md
Read the agent-friendly Markdown representation of this episode resource.
Summary
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: https://www.kitces.com/485