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Today’s guest, Laura Rotter, spent years working on Wall Street. One day, she woke up and realized that she was using her life to make money. Now, she uses money to make her life while helping others do the same. Laura is the founder of True Abundance Advisors, a financial life-planning firm focused on helping mid-life professionals transition into new careers and opportunities. She strives to give her clients financial stability and satisfaction in their lives.

There are many paths financial planners can take on the way to their calling. What's it like to to make the change from serving large organizations with business goals, to working with individuals and all their concerns, anxieties, and ambitions? Join us as Financial Life Planner Laura Rotter, CFA, MBA, CFP®, founder of True Abundance Advisors, describes how she left a career of 30 years managing money for some of the country's largest institutions to help her clients focus on the things that matter most in their lives.

In this week’s Work From The Inside Out podcast, learn more about Laura’s journey: Laura works with her clients to get clarity about what money, values, and security mean to them and guides them to decisions that will fit a sustainable financial plan. She helps individuals and couples across the U.S. through an integrated process that emphasizes financial security while also making satisfying life decisions.

“What is the burning issue that prompted you to call me?” That’s the first question I ask people who reach out for financial guidance. Often, they want to know, “How soon can I retire?”

Society would have us believe that as we age into our 60s, we should be at or close to retirement, that our greatest decisions should be whether we schedule a golf game or get together with friends for lunch. Nothing could be further from the truth. Instead of slowing down as we age, many of us are finding this period of time, when our children are adults and out of the house, as an opportunity for self-exploration and reinvention.

You’ve been planning for this for years: the ability to retire. You’ve saved diligently, discussed the transition with your family, and developed a succession plan at work. You’ve even celebrated the upcoming milestone by sharing a champagne toast with friends! And then a bear market hits and appears to upset all your plans. The retirement paycheck that you’ve carefully arranged for may be in question. After ten years of a bull market, the stock market volatility is making you feel anxious and unsettled. Your illusion of control is shattered.