How to Have a Fulfilling Retirement

Wisdom for Wealth. For Life.

In this episode, we hear an inspiring story about the impact of generosity. Host Layne Hoekema, a senior private wealth advisor in the Indianapolis office of Ronald Blue Trust, speaks with special guests and clients, Tom and Jan Thomas. After an unexpected stroke, Tom sold his business and went into early retirement. Soon after, they found themselves living a different life marked by philanthropy and generosity, letting God use them to transform the lives of others.
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The information in these podcasts is provided for general educational purposes only. It is not intended as specific individual advice. The clients’ experience may not be representative of the experience of other clients, and they are also not indicative of future performance or success. Opinions expressed may not be those of Ronald Blue Trust.
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Capítulos

1. How to Have a Fulfilling Retirement (00:00:00)

2. From CEO, to unexpected retirement (00:02:27)

3. Building a comprehensive estate plan (00:06:04)

4. The transition mindset (00:09:09)

5. A successful transition (00:11:12)

6. We can make a difference (00:14:55)

7. The stroke was a part of the plan (00:18:07)

8. Model of decision making (00:19:30)

9. Stories of generosity (00:24:27)

10. Engaging the whole family (00:36:00)

11. Advice for entrepreneurs (00:42:09)