Welcome to the inaugural episode of "Healthy and Wealthy Retirement" with your host, Mark Struthers. Join us as we explore the multi-faceted journey of retirement beyond financial planning, emphasizing holistic well-being. Mark shares his vision for the podcast, inspired by his extensive experience in the financial industry and personal insights into the broader aspects of a fulfilling retirement.

In this episode, Mark introduces Alara Rosenberg, a holistic, non-financial retirement coach and founder of AlignRx. They delve into the crucial elements of a rewarding retirement, focusing on purpose, identity, and social connections, often overlooked in traditional retirement planning.

Alara shares her unique "Purpose and Legacy Framework," a comprehensive program designed to guide retirees through a transformative journey of self-discovery and purposeful living. With insights drawn from her diverse background in education and adventure-based counseling, Alara emphasizes the importance of a well-rounded approach to retirement, addressing emotional, spiritual, and physical well-being.

Tune in to discover how embracing a holistic perspective can lead to a more meaningful and joyful retirement and learn practical strategies to overcome common obstacles faced by retirees. Whether you're a retiree or a financial advisor, this episode offers valuable insights to help navigate the complexities of this life transition.

How to contact Alara: https://www.alignrxcoaching.com

Insta: @alignrxcoaching

Chapters

00:00 Introduction to Healthy and Wealthy Retirement Podcast
02:55 The Journey to Non-Financial Retirement Coaching
05:59 The Importance of Holistic Approaches in Retirement
08:59 Aha Moments in Career Transitions
12:08 Understanding Loneliness and Social Connections in Retirement
15:09 The Purpose and Legacy Framework Explained
18:09 Rediscovering Purpose and Passion in Retirement
20:50 Overcoming Limiting Beliefs About Aging
23:53 Creating a Meaningful Legacy in Retirement
25:59 Reflecting on Legacy and Intentional Living
30:39 Overcoming Obstacles in Retirement Planning
34:48 Identity Shift in Retirement
37:46 Coaching Programs and Community Support
41:31 Integrating Financial and Non-Financial Planning

Disclosure-

Investment advisory services are offered through Sona Financial LLC (DBA Sona Wealth Advisors, Sona Wealth, Sona Wealth Management), an investment adviser registered in the state of MN. Sona Financial only offers investment advisory services where it is appropriately registered or exempt from registration and only after clients have entered into an investment advisory agreement confirming the terms of engagement and have been provided a copy of the firm’s ADV Part 2A brochure and document.

This video or article is for educational purposes only and is not exhaustive. Nothing discussed during this show/episode should be viewed as investment advice. Diversification and/or any strategy that may be discussed does not guarantee against investment losses but is intended to help manage risk and return. If applicable, historical discussions and/or opinions are not predictive of future events. The content is presented in good faith and has been drawn from sources believed to be reliable. The content is not intended to be legal, tax, or financial advice. Please consult a legal, tax, or financial professional for information specific to your individual situation.

This content has not been reviewed by FINRA