Beyond Finances: Mapping Your Retirement Journey with Pauline Field

B2B Synergy - The Power Partners USA Podcast

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This 10th episode of the B2B Synergy, Power Partners USA Podcast interviews Pauline Field, a retirement coach and owner of PaulineField.com. Pauline delves into her services, which include personal and group coaching aimed at planning a fulfilling retirement. She addresses the common concerns people have about retirement, such as finding purpose beyond their careers and establishing social connections post-retirement. Listeners gain insights into the vital aspects of preparing for retirement beyond financial planning. The episode also covers the demographics of those seeking retirement coaching, varying from professionals to business owners, and how Pauline customizes her approach to meet their unique needs. Lastly, Pauline and Alan explore the synergy between different professionals like estate planners, financial advisors, and real estate agents, emphasizing the mutual benefits of referring clients within their network.
PROFESSIONAL RETIREMENT COACH
Pauline Field | PaulineField.com Coach4Women
Power Partners: Financial Advisors, Estate Planning Attorneys, Real Estate Agents, Travel Agents
PPUSA Account Page
Website: www.retire-happily.com

• Power Partners USA website - www.PowerPartners.us
• Power Partner Members - "Explained Here" - www.PowerPartnersUSA.net (short Q&A Video and Podcasts)

• Graphics by Debra Armijo - www.iTrustMarketing.biz
• Music by Joan Jones - www.clubjoan.com

Have a question for Power Partners USA or any of its members? Call, write or text Alan Armijo - [e-mail] 562-843-7801

Розділи

1. Beyond Finances: Mapping Your Retirement Journey with Pauline Field (00:00:00)

2. Spotlight on Pauline Field: A Deep Dive into Retirement Coaching (00:00:38)

3. Understanding Retirement Coaching: Services and Client Demographics (00:01:13)

4. The Core Reasons People Seek Retirement Consulting (00:03:40)

5. Personalized Coaching: Tailoring Retirement Plans (00:06:02)

6. Exploring the Benefits of Group Coaching and Self-Paced Programs (00:11:16)

7. The Role of Financial Planning in Retirement Preparation (00:14:34)

8. Pauline's Client Makeup (00:19:01)

9. Collaborating with Power Partners - Financial Advisors, CPAs, Estate Planning Attorneys, Real Estate Pros, Travel Agents (00:22:26)

10. How Pauline Evaluates and Works with Financial Advisors (00:24:47)

11. Problems Pauline's clients are having regarding their finances (00:27:01)

12. How Pauline works with CPAs (00:28:32)

13. How Pauline Works with Family Attorneys (00:29:20)

14. How Pauline Works with Travel Agents (00:30:31)

15. The Future of Retirement Coaching: Trends and Needs (00:31:27)

16. Concluding Thoughts and Special Offers (00:32:28)