Episode 14: Why Financial and Lifestyle Planning Are Both Critical for a Successful Business and Retirement with Toni Petrillo
03/16/25 • 28 min
Why Financial and Lifestyle Planning Are Both Critical for a Successful Business and Retirement
In this episode of the Real Retirement Show, Yasmin and Kathleen welcome Toni Petrillo, a seasoned financial industry leader with over 25 years of experience, to discuss the multifaceted world of retirement. Toni emphasizes the importance of addressing both financial and lifestyle plans for a fulfilling retirement, detailing her journey from a financial planning executive to a retirement coach. She shares insights on the emotional challenges retirees face, the importance of building trust with clients, and her unique approach to retirement coaching that combines financial and non-financial aspects. Through real stories and expert advice, this episode aims to help retirees transition confidently into the next chapter of their lives.
00:00 Building Trust with Clients
01:17 The Real Retirement Show Introduction
02:00 Meet Toni Petrillo
03:26 Toni's Retirement Journey
05:24 Challenges and Solutions in Retirement Coaching
11:14 Connecting Financial and Lifestyle Planning
24:21 Advice for Future Retirees
25:57 Final Thoughts and Resources
Antoinette Petrillo is a seasoned professional with over 25 years of experience in the financial industry, where she excelled in building and leading teams. Recently retired from her role as a financial executive, she identified a significant gap in resources for corporate professionals navigating the transition from a thriving career to a fulfilling retirement.
Throughout her career, Antoinette has been passionate about helping others lead with confidence, both in their personal and professional lives. This dedication has driven her to provide valuable support and guidance to individuals facing the unique challenges of transitioning from the corporate world to retirement. Her mission is to empower others by offering insights and strategies that foster confidence during this transformative phase of life.
Committed to leveraging her extensive experience, Antoinette now contributes her expertise to those seeking guidance, ensuring they navigate this transition with assurance and purpose. She continues to inspire and support professionals in redefining what retirement can mean for them.
LinkedIn Profile: https://www.linkedin.com/in/antoinette-petrillo-cprc-cfp-27245198/
Website: https://retirewithintention.com/
Ask A Retirement Coach: https://boomingencore.com/community/people/a3e323c9-7af5-48ec-989b-739ec3173230
Real Retirement Video Podcast: Real Retirement - YouTube
Why Financial and Lifestyle Planning Are Both Critical for a Successful Business and Retirement
In this episode of the Real Retirement Show, Yasmin and Kathleen welcome Toni Petrillo, a seasoned financial industry leader with over 25 years of experience, to discuss the multifaceted world of retirement. Toni emphasizes the importance of addressing both financial and lifestyle plans for a fulfilling retirement, detailing her journey from a financial planning executive to a retirement coach. She shares insights on the emotional challenges retirees face, the importance of building trust with clients, and her unique approach to retirement coaching that combines financial and non-financial aspects. Through real stories and expert advice, this episode aims to help retirees transition confidently into the next chapter of their lives.
00:00 Building Trust with Clients
01:17 The Real Retirement Show Introduction
02:00 Meet Toni Petrillo
03:26 Toni's Retirement Journey
05:24 Challenges and Solutions in Retirement Coaching
11:14 Connecting Financial and Lifestyle Planning
24:21 Advice for Future Retirees
25:57 Final Thoughts and Resources
Antoinette Petrillo is a seasoned professional with over 25 years of experience in the financial industry, where she excelled in building and leading teams. Recently retired from her role as a financial executive, she identified a significant gap in resources for corporate professionals navigating the transition from a thriving career to a fulfilling retirement.
Throughout her career, Antoinette has been passionate about helping others lead with confidence, both in their personal and professional lives. This dedication has driven her to provide valuable support and guidance to individuals facing the unique challenges of transitioning from the corporate world to retirement. Her mission is to empower others by offering insights and strategies that foster confidence during this transformative phase of life.
Committed to leveraging her extensive experience, Antoinette now contributes her expertise to those seeking guidance, ensuring they navigate this transition with assurance and purpose. She continues to inspire and support professionals in redefining what retirement can mean for them.
LinkedIn Profile: https://www.linkedin.com/in/antoinette-petrillo-cprc-cfp-27245198/
Website: https://retirewithintention.com/
Ask A Retirement Coach: https://boomingencore.com/community/people/a3e323c9-7af5-48ec-989b-739ec3173230
Real Retirement Video Podcast: Real Retirement - YouTube
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Real Retirement - Episode 14: Why Financial and Lifestyle Planning Are Both Critical for a Successful Business and Retirement with Toni Petrillo
Transcript
We're in the business of building trust with our clients. It's not just about the investments and before they hand over their portfolio to you. They have to know that they can trust you. and if you only talk about money, it will solve money problems. It won't solve the emotional and psychological concerns that they may have. Retirement planning today really has two parts to the equation. There's the financial plan and the lifestyle plan, and
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