Join Chip Munn, CEO of Signature Wealth Group and Senior Wealth Advisor with RJFS as he interviews Wes Gay, CEO and Chief Guide of Wayfinder, a StoryBrand Certified Agency. Wes believes clarity is king. With it, he helps organizations reach more customers, grow their sales, and align teams around their mission. He’s a writer, contributor to Forbes.com (focused on the millennial workforce), business owner, TEDx speaker, and former pastor.

 

 

Prior to finding his calling utilizing the Storybrand framework and building his business, Wes spent about ten years working in churches and the non-profit sector.

When Wes used to think about retirement he thought about it in the way many do, what he calls the ‘sixty-five shutdown’. He thought about retirement as the sixty-fifth birthday celebration, where you play golf, purchase an RV and begin drawing on your pension.

Later in his twenties, Wes started to think about retirement more like a mindset and a pace that could be more intentionally, periodically weaved into his life now, rather than waiting in anticipation to blow out the candles on his sixty-fifth birthday and stop everything all at once. Inspired in part by the book, The 4-Hour Workweek by Tim Ferris, Wes began to realize that while that may be right for some people, it just wasn’t right for him personally. He feels that his ideal retirement actually includes continued work in some capacity, in a continued desire to keep his mind and body engaged and challenged.

 

 

Tune in to episode nine of The Retirement Remix now to hear Chip and Wes discuss:

  • Why taking retirement can be problematic and lead to what Chip calls the ‘3 Ds’.
  • What the toughest part of making a major change in his career journey was for Wes.
  • How to make your retirement transition more like ‘jumping off a curb’ rather than ‘jumping off a cliff’.
  • The importance of embracing a continuous learning and growth attitude – both personally and professionally.
  • The value in sorting your talents and experiences into three distinct buckets: ‘will do’, ‘won’t do’, and ‘can do’.
  • How your natural talents and acquired skills together can help you build a more gradual off-ramp to retirement, to step off a curb, rather than a cliff.

 

The goal of The Retirement Remix Podcast is to engage in real conversations with real people about how we actually retire.

The Retirement Remix brings a fresh, flexible approach to retirement planning and goal setting. Grab your copy of our crucial resource to beginning your unique retirement journey, The Six Steps to Your Remix, here. 

 

 

 


 

The Retirement Remix Book

 

Hear more inspiring stories in The Retirement Remix Book, A Modern Solution to an Old School Problem. 

Get on the waitlist to be the first to know when the book is available for purchase.

[ Click Here To Be Added To The Waitlist ]

 

 

 

 

*Any opinions are those of Wes Gay and Chip Munn and not necessarily those of Raymond James. This information has been obtained from sources considered to be reliable, but we do not guarantee that the foregoing material is accurate or complete.
Source: Chip Munn, Award Winning Advisor https://onwallstreet.financial-planning.com/slideshow/top-10-regional-advisors-under-40  *Each year On Wall Street ranks the highest-producing advisers in wealth management who are under 40. Several hundred candidates were considered and 10 were chosen to receive the award. Finalists had to be no older than 39 as of Dec. 31, 2015 and be employed at a major, leading regional brokerage firm. Trailing 12-month production as of 9/30/15 is then used to compile the ranking. AUM may also be taken into account. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of advisor’s future performance. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating. On Wall Street is not affiliated with Raymond James.
There is no assurance any of the trends mentioned will continue or forecasts will occur. Any information is not a complete summary or statement of all available data necessary for making an investment decision and does not constitute a recommendation.  Investing involves risk and you may incur a profit or loss regardless of strategy selected. Raymond James is not affiliated with Wayfinder.
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About Signature Wealth

Signature Wealth Strategies is a wealth management practice serving families like yours with a hands-on, concierge level service. Our advisors help you confidently plan your financial future through comprehensive strategies and custom solutions. We believe that each client’s story is as unique as his or her signature, and their financial strategy should be too.