Frequently Asked Questions

Why do I need to hire you as my Coach?

Having coached mostly athletes for several years, I have witnessed first-hand that even well-intentioned individuals struggle to motivate themselves to follow through with plans. It’s simply easier to do nothing when no one is watching. The accountability that a Coach provides truly is invaluable - whether it be a retirement plan, a workout design, or a personal spending budget. I can either help you formulate a plan from step one or provide insight and advice if you already have one. There’s a service for everyone.

From the retirement coaching perspective, I can guarantee that the quizzes, questionnaires, and surveys you take as part of this process will force you to answer questions and confront topics around the retirement transition that you’ve not previously thought about or were never told you should consider.

One of my gifts is the capacity to take what I learn about you and how you answer the exercises you complete and brainstorm ideas along with you. I do this in part by asking meaningful and poignant questions that get to the heart of the issue.

I pride myself on listening well to client needs, communicating effectively in a timely manner, and truly caring about your success. I am positive and encouraging but also not afraid to challenge you to take a difficult step if it’s what you need to get to where you want to go. I take great joy in seeing others accomplish their goals and I want to celebrate every win with you along the way.

What are the advantages of hiring MBG Coaching LLC for retirement coaching services?

A few unique perks of hiring MBG Coaching LLC:

  • 10% of what you pay for any service will be donated to a charitable category of your choice (of the listed options MBG Coaching LLC supports)

  • Every future Comprehensive 5-Session Retirement Coaching Package client that you refer will earn you a referral bonus (if you refer enough future clients you will recoup your original investment as there are unlimited referrals)

  • Discounts on future coaching, consulting, or special services that you purchase (whether for yourself or as a gift to others)

  • Clients with their own small businesses will receive the opportunity to advertise their website on the Partners section of this site for free

  • Unlimited lifetime email support with any questions you may have about retirement

  • Those purchasing the 5-Session Package may nominate an individual or couple to be considered for a free 5-Session Package as every 10th client I will serve pro-bono

What is a Retirement Coach?

A Retirement Coach may have different titles in different settings:

Longevity Coach

Retirement Purpose Coach,

Retirement Transition Coach

Retirement Lifestyle Coach

Regardless of the title, a retirement coach helps clients plan for the non-financial aspects of transitioning from traditional work to a new chapter in one’s life. Having enough money to retire is necessary but it’s just the tip of the iceberg. The large behemoth underneath the surface explores these types of questions:

  • Now that you may no longer be working in your primary job, who are you? What is your new identity, meaning, mission, and purpose as a retiree?

  • How are you going to spend time now that you’ve potentially freed up 30-60 hours of your week? 30+ years is a long time to be bored.

  • Who are you going to spend time with since you won’t have the daily interaction of your work colleagues and those you may have served in your role?

  • How are you going to stay physically and mentally healthy as you age?

  • What type of legacy do you want to leave for your family or the world as a whole?

What if my unique needs can’t be served by your coaching services?

During our free 20-minute consultation, if it’s clear that you may benefit from a different type of service, I will be happy to refer you. I am familiar with professionals who do health/life coaching, financial planning/investing, counseling/therapy, marathon training, etc. that I will connect you with to better serve you.

How do the referral bonuses work?

Every Retirement Coaching client can receive one referral bonus per future/new client who purchases a Comprehensive 5-Session Retirement Coaching Package. Each future client can only be referred by one former/current client since only one bonus can be paid per new client. The larger the package you purchase, the greater the referral fee. If you refer enough people, you can recoup your initial investment.

You aren’t retired - what do you know about retirement?

I know more than you may think.

I know that the retirement transition isn’t as easy as our society tends to make it out to be. In fact, so much conversation is spent on crossing the goal line of retirement that few people are even consider - now what? What does the next 20, 30, or perhaps even 40 years look like?

I have been fascinated with retirement since I was a college student - what if you could wake up every day and choose how you wanted to spend it? No setting alarms or no specific schedule that you had to keep - total time freedom. As a person with several hobbies that don’t necessarily generate income, that was intriguing. So I’ve been thinking and planning for my own eventual retirement for decades.

As a sports coach, I always thought I would spend some of my retirement serving in that capacity. When I learned about Retirement Coaching, I knew instantly that this role was another I could play as I intentionally design a post-work life that makes a positive difference in people’s lives.

I am certified through the Retirement Project LLC’s program and a member of the Retirement Coaches Association. Through these avenues, I am exposed to the latest trends, research, and education in the non-financial retirement world. I am also in conversation with other coaches in the industry and learning from them (many of whom are retired).

All the information I glean is my privilege to share with my clients as they make their own retirement transition.