Introduction to the Video

Retirement is one of the most significant transitions in life, and preparing for it requires more than just financial planning. In this video, retirement expert Barry LaValley shares practical advice on how to approach this new phase of life with purpose and balance.

Barry emphasises the importance of starting to plan for retirement at least 10 years in advance, gradually ramping up your preparation. While ensuring you have enough money is important, it’s equally crucial to think deeply about how you want to spend your time and what will bring you fulfilment in your "second life."

Retirement isn’t a permanent holiday or a 30-year-long weekend—it’s an opportunity to live life on your terms. Barry encourages viewers to focus on identifying what truly matters and to pursue lifelong goals that provide purpose and meaning.

He also highlights the evolving role of a financial planner during retirement. At this stage, a planner acts not just as an adviser, but as an educator, mentor, and coach—helping clients navigate this exciting yet complex transition.

If you’re approaching retirement, this video offers invaluable insights and a reminder to start planning early for a life filled with purpose and possibilities.

Disclaimer: This video does not constitute financial advice. We recommend that you speak to a qualified financial planner for advice tailored to your individual circumstances and goals. Financial markets may go up or down, and you are not guaranteed a return on your investment. Past performance is not necessarily a guide to future performance.