Welcome to the Retire with Purpose podcast, a show specifically designed to help pre-retirees and retirees maximize their financial confidence.

Casey Wheat is a certified financial planner and president of Howard Bailey Financial.

His newest book, Job Optional, is a Wall Street Journal

bestseller and is available now on Amazon and at Retirewithpurpose.com. He's your host on

Retire with Purpose. Hey, I'm Casey, and I believe in retirement strategies that are driven by

meaning and purpose. Join me this week and every week as we discuss thoughts and ideas

with some of today's foremost experts in the field of finance and retirement, as well as discussing

trending topics that could impact your bottom line. These discussions can help you make

better financial decisions so you can live the lifestyle you've always imagined and deserved.

Welcome to the show.

Our guest today is Marianne Osier.

Marianne is a certified retirement and relationship specialist who focuses on assisting people with finding happiness in the post-career phase of their

lives. She's dedicated her career to studying how people navigate transitions in our adult lives,

especially in retirement, and how that ultimately impacts your happiness and all those very

important relationships you've surrounded yourself with.

In her book, Your Happiness Portfolio for Retirement, it's not about the money.

She shows you how to make the post-career phase of your life the happiest and most fulfilling

time of your life, which we all want it to be.

She explores how to prepare for the time you'll have

in retirement before you actually get there. In my conversation with Marianne, we talk about the

unique challenges that people face as they enter retirement, how to build your happiness

portfolio, my personal favorite, and what you can do to find your flow state at every stage of life.

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