11/02/2026
How do I decide who I want to be in retirement?
You may worry that you’ll miss the hallway talks, the team, the people who knew you by your work.
If you're an executive or business owner a few years from retiring, and your financial plan is in place but your future daily life still feels blank, this is for you.
Most people start with a calendar question. How will I fill all this time? That concern makes sense. Thomas Auffenberg, Founder of The Next Chapter Institute and Author of Discerning Retirement, calls retirement the most radical freedom you've ever had. And that can feel daunting.
In a conversation with Danton Troyer and Kyle Luetters of Moneta, Tom shared that when he asks his groups why they came, about 95% say they are concerned about filling their time in retirement. As they go through the process, most shift toward a different question: what person do I want to be in this next chapter?
Someone might decide to be more generous with their time and talents. Someone else might want to be more patient. Once WHO they want to be is clear, how to spend the days often gets easier.
This is a useful perspective for financial planning, too. When you have a clearer picture of the life you want, you can make more intentional decisions about how your money supports that. You can find the full conversation by searching Wit, Wisdom, and What Matters Most on YouTube.
How would you most like people to describe you five years after you retire?
If you’re ready to connect your financial plan with your life plan, please reach out to our team.
Investment advisory services offered by Moneta Group Investment Advisors, LLC, an investment adviser registered with the Securities and Exchange Commission.