Jan 15, 2020
Planning a goals based
retirement well is essential to ensure that, after your clients
work hard for most of their lives, they are able to achieve their
post retirement goals. The role of a retirement coach is to provide
clients with the most effective approach in retirement
In today’s episode, Glenn
Malkiewicz of Endorphin Wealth Management joins us to talk about a
different approach to planning a fulfilling and prosperous
retirement. We’ll discuss Glenn’s four cornerstone frameworks that
he works through with each of his clients. By the end of this
episode, you’ll learn how you can also apply the framework in your
coaching so you can make the best goals based retirement
Make sure to subscribe and tune
in to this episode to get the golden nuggets on effective
About Our Guest:
Glenn Malkiewicz is a senior & trusted financial adviser and
a retirement coach at Endorphin Wealth. Glenn prides himself on
establishing financial plans that help his clients retire
successfully by achieving their goals as well as living fulfilling,
energising and satisfying lives.
How to Do Goals Based
Glenn’s Journey In The
has been advising for ten years and he has been in the industry for
has a Bachelor’s degree in business with a financial planning
- As a
client services officer, he learned the administration side of
then learned about the strategic side of financial planning when he
took on a paraplanning role.
client exposure and the client meetings with adviser colleagues
honed him to become a financial adviser.
turn his career into something that he enjoys doing, he thought he
has to know which clients he likes working with the
made a decision to focus on retiree clients who he can provide the
most value to.
Being A Retirement
on the lifestyle aspects of retirement first before getting into
financial or economic issues.
- A lot
of people live a very well-funded but empty existence in
Australian version of retirement: A life of consumption in
retirement is all you need. ‘However, it’s a life of contribution
that satisfies retirees’, Glenn says.
all about finding the right balance between work and leisure in
Four Cornerstones To A
- Retire to something, not from
- Explore the meaning of work in
the couple’s conundrum.
need to get a greater return on life, not just on
Four Categories Of What
Individuals Hope To Experience In Retirement
Three Important Categories Of
Life For Retirees
Return On Life
- Financial question: Do I feel well-compensated
(financially or non-financially) for the value that I
- Lifestyle question: Do I get great satisfaction
and meaning from the work that I do?
- Return on the residence, leisure, health,
relationships, purpose, financials
Life Transitions Retirees Need
To Plan For Financially
- Getting married
- Starting a family
- Buying a house
- Paying down debt
and career change
Tips For Planners
from the heart to the head.
- Understand the client’s motivations, physically
and philosophically, as to why he/she is seeking
- Discuss possible strategies.
- Provide a defined finish line that’s aligned to
their unique circumstances.
You can reach Glenn via
or by sending him an email
at firstname.lastname@example.org. Visit Endorphin Wealth Management’s
website to know more about their services.
Listen to more conversations
with pioneers of the new world of Financial Advice at
Goals-Based Advice Podcast. You can also listen on
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If you have more questions,
don't forget to reach out to me on LinkedIn and
to send an email at email@example.com
Thanks for listening!