Kate HolmesPlan for Full Time Living, Not Retirement with Natalie Yan-Chatonsky [Ep76]
Updated: Mar 18, 2021
*Note: The audio-only podcast version was re-recorded after the live stream so differs slightly in content. Everything below is related to the podcast version.
Welcome to episode 76 of The Innovating Advice Show and to the return of our regularly scheduled episodes!
It feels great to be back.
As I mentioned in my slightly recent bonus episode, we’ve just moved across the country from sunny Las Vegas to sunny Southwest Florida. I do love my sunshine.
I’ve also just launched a brand new community, the IA Community, for forward thinking financial planners like you, and our 3-month Video Creation Masterclass that next kicks off the 1st of April.
Once you’ve enjoyed this great episode, you can learn more here.
In this episode, I’m joined by Natalie Yan-Chatonsky, founder of Full Time Lives in Australia.
Natalie and her team work with financial planners to help change the conversation around retirement and help people build healthy, meaningful and connected lives after full-time work.
As we discuss, this process for full time living starts decades before retirement and is just as applicable to you as it is to your clients.
Listen on for Natalie’s 5 key ingredients for full time living and let me know which one you’re going to focus on this year.
Resources
Reading List to understand healthy aging and the longevity economy
Solutions for financial planners to facilitate meaningful conversations and relationships with their clients including the Starter kit
Guest Bio
Natalie Yan-Chatonsky has been inspired to find a way for her baby-boomer parents to make a smooth transition from their full-time work. She has been applying her extensive research and insights into designing tools and programs for pre-retirees and retirees to lead meaningful and healthy lives. Practical application that embodies Natalie’s learnings from spending time with people in communities around the world who live far beyond their life expectancy and lead a more meaningful life.
After leaving their careers many people lose their sense of purpose, identity and self-worth. They have a greater risk of social isolation and depression if they have not planned out a meaningful retirement lifestyle.With overwhelming evidence that this need is not being fulfilled. Natalie founded Full Time Lives.
Timestamps
00:40 - Introducing Natalie Yan-Chatonsky
01:50 - Helping advisors change the conversation about what retirement means
08:30 - Think about your future self and do your research
11:08 - The five key ingredients for fulltime living
11:34 - First: Purpose or ikigai
16:26 - Second: Life-long learning
17:38 - Third: Connection with community
19:56 - Okinawa’s moai
23:29 - Fourth: Vitality
26:10 - Fifth: Wealth
27:37 - Social capital
29:49 - How to evaluate where you are at
33:21 - How to kickstart the conversation with your client
37:20 - What you can focus on after the pandemic