Summary: Many Americans look forward to retirement but often find themselves caught completely off guard by how dramatically different life after working can be. The shift isn’t always smooth, as we often assume, and clients are left wondering how to manage an array of new challenges. Mike Lynch, Managing Director of Strategic Markets talks to John Diehl, Senior Vice President of Strategic Markets at Hartford Funds, discusses a unique concept he uses to help pre- or newly-retired clients transition to this new phase of life successfully—and practical steps towards implementing a program in your own practice. Transcript: https://www.hartfordfunds.com/dam/en/docs/pub/Podcast/MAI122.pdf Worksheet: https://www.hartfordfunds.com/dam/en/docs/auth/funddocuments/Flyers/MAI074.pdf Article page: https://www.hartfordfunds.com/financial-professionals/practice-management/retirement-mentoring.html
