Nan Ives and Lisa Stornaielo were long-time colleagues at Fidelity Investments. Their careers took an unexpected turn when the unexpected offer of an early retirement landed in their laps—and it sparked a whole new perspective on what retirement truly means.
In their research, they noticed a gap in the retirement planning discussion. While finances often take the focus, the life planning piece was missing. Big questions about purpose, balance, and making the most of the coming decades were left unanswered.
Nan and Lisa connected with 50 people soon-to-be or already retired individuals and absorbed wisdom from their experiences. From there, they leveraged their expertise in transition planning and life coaching to develop a transformative 4-step process that empowers individuals to design their ultimate retirement life.
With their passion for helping others and their profound understanding of the retirement experience, Nan and Lisa are on a mission to inspire and guide people toward a rewarding and fulfilling retirement.
We discussed:
- Three common retirement spectrums people typically find themselves
- How they created a formula drawn from the experiences of fulfilled retirees
- The key things they observed that distinguished a fulfilled life after work
- A four-step blueprint Nan and Lisa developed for planning your own future
- Why you have to work at retirement to make it something that has meaning
- How to shift from a fixed mindset to one that embraces open thoughts
