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In the book The Five People You Meet in Heaven, each person the main character meets helps him understand his life in a new way. Today, Scott talks about the five people you should meet before retirement—people who can guide your next chapter and help you retire with clarity, confidence, and purpose. Think of it as casting the right crew for the most important chapter of your life, because who you surround yourself with could shape how well you enjoy it.

Scott walks us through the five key players every retiree should have in their corner, from the financial advisor who acts as your architect to the estate planner who ensures your wishes are protected. Each one plays a critical role in not just preparing your money but shaping your life. Retirement isn’t just about income, it’s about identity, independence, and impact.

Here’s what we cover in this episode:

👥 Why retirement is a team sport

📐 The role of a financial advisor as your architect

📜 What most people miss in estate planning

🔄 The importance of mentoring for legacy and meaning

🏓 Chicken Pickle: The Newest Trend

0:00 – Intro

0:52 – Financial Advisor

2:13 – Estate Planner

5:02 – Insurance Broker

6:55 – Fitness Instructor

14:32 – Someone to Mentor

17:54 – Final Thoughts: Build the Life, Not Just the Nest Egg