Podcast | Season 1 | Episode 49

The Description

If you are near or in retirement, or perhaps you are simply thinking about what your retirement years might one day look like, we invite you to check out this mini episode. Dan Gilbertson, out of our Lakewood, CO office, talks about ways you can find meaning and purpose during your "Golden Years"! 

Hot:  Daniel Gilbertson, CFP®, CRPC®, AIF® | Vice President

Dan, Vice-President, has an extensive background in financial planning, insurance counseling, and fee-based asset management. Before joining Summit Wealth Group, he was a partner in his own financial planning company and has worked in the financial industry for more than 25 years. Before entering the securities industry, he worked for over 14 years at a medical-surgical division of 3M out of Brookings, South Dakota.

In 2019 and 2020, Dan was named one of Forbes’ Magazine Best-in-State Wealth Advisors.* He is a CERTIFIED FINANCIAL PLANNER™ professional, Chartered Retirement Planning Counselor (CRPC®), Accredited Investment Fiduciary® (AIF®) designee, and an Investment Advisor Representative of Commonwealth Financial Network. He holds the Registered Securities Principal Series 24, Series 7, Series 63, and Series 65 registrations. Also, Dan holds separate licenses for Life, Accident, Health, and Long Term Care Insurance.

(719) 633-4033 | 13710 Struthers Road, Suite 115, Colorado Springs, CO 80921
 Securities and Advisory Services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network.

Thanks for listening! Make sure to follow us on all the socials at @summitwealthgroup, so you don't miss an episode!

The Transcript 


"Dan Gilbertson, Certified Financial Planner and Vice President at Summit Wealth Group is the host of today's mini episode."


"So how can I find purpose in my retirement? Well, first of all, when you're building up your retirement, saving for retirement and planning for retirement. That's a long journey, but I would encourage you to start thinking about before retirement, what are you going to do in retirement?

How can you give back? I'm very passionate about doing that, and uh, my thought is I encourage clients when they get into retirement, think about what you want to do. Think about how you can volunteer, give back, use your strengths, your passions, and really truly give back to individuals or the community.

Another thought is, is thinking about your kids and grandkids. Maybe there's, there's um, you've lost some time over the years and you want to reconnect with them. Maybe you travel back there and, and uh, and help the kids out. Participate in the grandkids activities. I mean that's a very fulfilling, uh, part of your life.

One area of purpose that I think about is, is a client we, a couple of clients we work with. They've saved up all these years and they put themselves in a great position to retire. But now they're in retirement. They're volunteering for a non profit organization in the Denver area. And, uh, and the purpose behind this is to really give back to the less fortunate.

In all these years, we have our strengths and what we're really good at. What are you gifted at? You know, if you can find what you're passionate about, what you enjoy doing, what you're gifted at, and ultimately, if you can find a need that's out there. You will find your purpose. The benefit of finding your purpose is not only are you giving back to them and you're helping them, but, uh, you're getting a lot out of it too."


"Thanks for listening to a mini episode of the reach your summit podcast by summit wealth group. If you'd like podcast, please share with others and subscribe so you don't miss an episode. Thanks again."