B2B Synergy - The Power Partners USA Podcast

Beyond Finances: Mapping Your Retirement Journey with Pauline Field

May 14, 2024 Alan Armijo Season 1 Episode 10
Beyond Finances: Mapping Your Retirement Journey with Pauline Field
B2B Synergy - The Power Partners USA Podcast
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B2B Synergy - The Power Partners USA Podcast
Beyond Finances: Mapping Your Retirement Journey with Pauline Field
May 14, 2024 Season 1 Episode 10
Alan Armijo

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This 10th episode of the B2B Synergy, Power Partners USA Podcast interviews Pauline Field, a retirement coach and owner of PaulineField.com. Pauline delves into her services, which include personal and group coaching aimed at planning a fulfilling retirement. She addresses the common concerns people have about retirement, such as finding purpose beyond their careers and establishing social connections post-retirement. Listeners gain insights into the vital aspects of preparing for retirement beyond financial planning. The episode also covers the demographics of those seeking retirement coaching, varying from professionals to business owners, and how Pauline customizes her approach to meet their unique needs. Lastly, Pauline and Alan explore the synergy between different professionals like estate planners, financial advisors, and real estate agents, emphasizing the mutual benefits of referring clients within their network.

PROFESSIONAL RETIREMENT COACH
Pauline Field  |  PaulineField.com  Coach4Women

Power Partners: Financial Advisors, Estate Planning Attorneys, Real Estate Agents, Travel Agents
PPUSA Account Page  
Website:
www.retire-happily.com


Have a question for Power Partners USA or any of its members? Call, write or text Alan Armijo - info@powerpartners.us 562-843-7801

Show Notes Chapter Markers

Send us Text Message Shout Out!

This 10th episode of the B2B Synergy, Power Partners USA Podcast interviews Pauline Field, a retirement coach and owner of PaulineField.com. Pauline delves into her services, which include personal and group coaching aimed at planning a fulfilling retirement. She addresses the common concerns people have about retirement, such as finding purpose beyond their careers and establishing social connections post-retirement. Listeners gain insights into the vital aspects of preparing for retirement beyond financial planning. The episode also covers the demographics of those seeking retirement coaching, varying from professionals to business owners, and how Pauline customizes her approach to meet their unique needs. Lastly, Pauline and Alan explore the synergy between different professionals like estate planners, financial advisors, and real estate agents, emphasizing the mutual benefits of referring clients within their network.

PROFESSIONAL RETIREMENT COACH
Pauline Field  |  PaulineField.com  Coach4Women

Power Partners: Financial Advisors, Estate Planning Attorneys, Real Estate Agents, Travel Agents
PPUSA Account Page  
Website:
www.retire-happily.com


Have a question for Power Partners USA or any of its members? Call, write or text Alan Armijo - info@powerpartners.us 562-843-7801

Spotlight on Pauline Field: A Deep Dive into Retirement Coaching
Understanding Retirement Coaching: Services and Client Demographics
The Core Reasons People Seek Retirement Consulting
Personalized Coaching: Tailoring Retirement Plans
Exploring the Benefits of Group Coaching and Self-Paced Programs
The Role of Financial Planning in Retirement Preparation
Pauline's Client Makeup
Collaborating with Power Partners - Financial Advisors, CPAs, Estate Planning Attorneys, Real Estate Pros, Travel Agents
How Pauline Evaluates and Works with Financial Advisors
Problems Pauline's clients are having regarding their finances
How Pauline works with CPAs
How Pauline Works with Family Attorneys
How Pauline Works with Travel Agents
The Future of Retirement Coaching: Trends and Needs
Concluding Thoughts and Special Offers

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