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Who Was I Before Retirement? Who Am I Now After Retirement?

These are the questions many people ask as they enter the "retirement zone." They’re not fully retired yet, but their financial concerns are settled. Health insurance is arranged, and the formalities of their financial life are in place. But what about who they are now—their passions, their purpose, and their soul? What is their identity after retirement?

Mark Bertrang, author of "Investments Don’t Hug: Embracing the Life Insurance Asset," sits down for an hour-long conversation with Lee Rasch, past president of Western Technical College in La Crosse, Wisconsin. Together, they discuss Lee's new journey of discovery. Lee shares how, six months before his retirement, he started researching by speaking with 50 retirees about their own transitions from pre-retirement to post-retirement life.

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172 episodes