Our guest for this podcast is Terry Mulhern, a Retirement Income Certified Professional (RICP). Terry’s is the author of Retirement; Congratulations, You Have Been Promoted to CEO, and Workbook. The message in his book is that the approach to manage your retirement should parallel what a chief executive does in running his or her own company. This means using experts and outside resources, and taking a comprehensive view of the many sides of a successful business. This sounds like a perfect analogy for running a successful retirement.
This conversation explores pre-retirement planning but goes beyond the usual recommendations for financial stability. Terry takes a holistic approach to include other necessary ingredients for successful planning. In short, the ways to manage your retirement cover mental and physical readiness, and legacy planning, as well as financial health. We discuss the concerns of the 50+ age group. In addition, Terry addresses frequent mistakes that individuals make when charting their post-employment course. Importantly, we also cover early strategies to minimize these mistakes. Valuable information for the Living to 100 Club listener.
Mini Bio
Terry is a Retirement Income Certified Professional (RICP) and Tax Exempt and Government Plan Consultant (TGPC). He holds a MBA in Finance & Marketing from Case Western Reserve University. He also has a Bachelor of Science in Business Administration with a Finance Major from John Carroll University. Terry has over 25 years of experience and success driving multi-million dollar sales growth and expanding revenue streams for Fortune 500, middle market, and start-up companies, with a key focus on complete retirement planning.
When he’s not working with his clients, Terry enjoys photography, along with hunting, fishing, camping, and boating. He has three college-age sons and two step-sons. Terry and his wife, Kelli, reside in Dublin, Ohio. Terry leads a team of 16 financial planners and creates customized retirement income plans for those who are approaching that time in their lives.
Items Mentioned for Our Listeners
Terry’s Book: Retirement: Congratulations, You Have Been Promoted to CEO
Terry’s Website: Retirement-CEO.com
Retirement Analysis Kit (TRAK): RetireReady.com