
Susan Latremoille
Co-Founder and Partner at Next Chapter Lifestyle Advisors; retirement lifestyle planning expert and certified retirement coach with 38 years in financial services.
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May 31, 2026
230: The Multi-Million Retirement Opportunity Advisors Miss with Susan Latremoille
8:43
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17:05

Susan LatremoilleGUEST
So we distill those challenges or the reasons for this statistic down into an acronym which we call the SIPS, S-I-P-S.

Susan LatremoilleGUEST
An easy way to think about it is that the first S stands for social connection, and that is losing all those people that you worked with, your team, your suppliers, your customers.

Susan LatremoilleGUEST
And in many cases for business owners, those social connections are all tied to the business but don't really stand the test of time when they're no longer engaged in the business.

Susan LatremoilleGUEST
And we, we all know the statistics on loneliness with people over, at retirement age, and this is part of it.
8 MINS LATER

Lori BarkmanHOST
They can't bring it up, and then it just gets pushed down and aside, and, "Oh, I'll figure that out later," right? And so I think from this part of the conversation, I wanna talk about how can, how do you help, um, owners, founders, um, thrive, you know, after the exit? Uh, and what differentiates them from folks who struggle with that regret or loss of identity?