Customizable Speaking Topics for 2026 How To Win At Retirement
The Psychology of Retirement
Legacy or Liability
Moving From Success To Significance
Sample snippets for the session descriptions: Retirement today, is one of the most highly regarded and sought-after phases of life, but it can also be one of the least understood. Particularly when it comes to the more personal, non-financial side of life after work.
Designing a satisfying retirement today requires different knowledge and skills than it did in the past. It calls for new and soon-to-be retirees to invest first and foremost in themselves and to have concrete discussions around factors that will help them replace their work identity, fill their time, stay relevant and connected, as well as keep mentally and physically active.
Retirement isn’t just about money! There’s a more personal side of it where science including Behavioral Economics and Positive Psychology can be applied to help you make a better transition. However, many people don’t have a proven process to use factors like these to create a written plan for every day life in retirement.
The psychology of retirement has been absent from retirement discussions of the past but are now being thrust into mainstream as people begin to realize that running out of money pales in comparison to running out of family, friends, good health and time.
The new narrative in legacy planning takes into consideration the legacies we inherited or were Given, what we are Giving each day through our actions and behaviors, and finally, the wisdom we pass on or Give to future generations. The 3G approach helps highlight the fact that estate or legacy planning isn’t just about money and tax savings, but it also gives advisors a more engaging framework that fosters deeper and more meaningful conversations around retirement, aging, longevity, and generativity.
