Episode 154 - Revisioning Retirement: Identity, Meaning, and the Art of Becoming

Wendy talks with Dr. Susan Reid, revisioning specialist, author, and keynote speaker, about designing life after work. They explore identity beyond titles, why meaning matters in retirement, and how a simple “being vision” guides the next chapter. Susan shares research, lived lessons from building and selling businesses, and practical tools like journaling push/pull factors and building a “retirement team” of strong and weak ties.
Show Notes (light timestamps)
  • 0:00 — Intro and Susan’s path: scientist → MBA → PhD → entrepreneur
  • 3:30 — The Bob Proctor yo-yo story and discovering vision
  • 7:55 — Creating a category: ice cider, then maple whisky
  • 12:10 — Why a seven-word vision moves people faster than a long plan
  • 13:40 — “Life after work” and early-retirement trends
  • 17:20 — Hard stop vs glide path and the anxiety dip
  • 21:30 — Prep to vision: quiet, journaling, push/pull factors
  • 24:30 — Open via nature, people, and the “universe”
  • 26:20 — Your Retirement Team: strong ties and weak ties
  • 33:00 — Values → being vision (stop obsessing about how)
  • 38:36 — The art of becoming + how to reach Susan
Key Takeaways
  • Treat retirement as revisioning: move from freedom from to freedom to.
  • Start with values and a being vision, then let the how emerge.
  • Build a Retirement Team for support and fresh ideas.
  • Keep the vision simple enough to remember.
  • Prototype the next chapter before you leap.

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Creators and Guests

Wendy Brookhouse
Host
Wendy Brookhouse
The Financial Planner for ambitious growth oriented Entrepreneurs
Shaun Whynacht
Editor
Shaun Whynacht
I’m the founder of Blue Cow Marketing and father of an amazing little boy. helping other business owners overcome challenges is my passion.
Episode 154 - Revisioning Retirement: Identity, Meaning, and the Art of Becoming
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