Podcast | Season 1 | Episode 52

The Description 

What do you plan on retiring to? In this week's mini-episode, Dan Gilbertson from of our Lakewood, CO office shares way you can make your retirement more fulfilling. 

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. Prior to 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. Prior to entering the securities industry, he worked for more than 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.

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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 we make your retirement fulfilling? Well, first and foremost, you need to have your health. I see so many times when people think about their retirement and they think, okay, I'm busy now, but I'm going to focus on, on my health when I get into retirement.

Problem is, if you wait until you get into retirement to focus on your health, it's going to be a stretch to have a fulfilling retirement. When we're preparing for retirement, the first thing we want to look at is what are you passionate about? Maybe you don't even want to retire from work. Maybe you enjoy your job.

Maybe you just pull back part time and work a few hours and you want to stick with the job you currently have. I would say one of the most important things to do is think about you don't want to retire from something, you want to retire to something. Think about what you're going to do in retirement.

Maybe you want to teach a class or maybe you want to take a class. Maybe you want to volunteer and give back to the community. Maybe you want to go back and catch up with your kids and grandkids because you've missed some of that over the years. It's time to make up for lost time. Maybe you want to play golf, but you can golf every day if you want, but you might get a little bored.

So you need to have a plan when you're thinking about retirement. And think well in advance of getting into retirement. The last thing you want to do Is going to retirement and be bored."


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