A checkup may help your retirement planning

Dale Niemi
Posted by Dale Niemi
Retirement & Investing

I’m often surprised by the creativity of many retirees today as they continue to push the boundaries of what retirement looks like.

Older man and woman holding hands, talking, while drinking coffee to go.If you’ve read Nancy Collamer’s book on “Second-Act Careers,” which I featured in a previous post, you know what I’m talking about. Some of the people featured in her book are using their retirement to give tours of national parks, start a company that advocates for pets, build a successful blog, and more.

One thing all of those retirement adventures have in common is planning. In order to be financially viable, many of these successful and creative pursuits involved research, vision, and discipline.

The planning process often starts with a conversation – whether it’s with family members, a friend, or a professional advisor. Talking through the many details involved – with your current circumstances and your future – can help to bring clarity for moving forward.

My colleagues and I often have these kinds of conversations in which we work through retirement considerations with clients, sometimes asking helpful questions they didn’t anticipate in order to get a fuller perspective. At Bank of the West we like to call these discussions “retirement checkups.”

These checkups help us work with clients to assess their current situations, identify objectives, and then create a roadmap to help them pursue their retirement goals – whether those involve playing more golf or starting a company to meet a need faced by people in developing countries.

How’s your retirement planning going? As you consider your options, you may enjoy seeing the creative approach (and goal!) to retirement planning in our new commercial about our retirement checkups.


To learn more about Bank of the West’s Wealth Management Group or to find a private client advisor, click here.

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  • Anonymous says:

    Sometimes what appears to be an end is really a new beginning. Retirement is a new beginning. While most people don’t plan to fail, they do fail to plan. Great article.

    Reply | 3 years ago

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