In this episode of Bartelle’s Money Talk, Theresa sits down with Wendy Leggett, professional certified coach and owner of Conflux Retirement Coaching, to talk about why retirement planning should include more than money.

Wendy explains how retirement is not just about having enough in your 401(k), mutual funds, or savings, but also about identity, purpose, connection, mindset, and structure. She shares why many people struggle after leaving their careers, how to prepare emotionally and socially for the next chapter, and why retirement should be designed with intention instead of lived by default.

Whether you are years away from retirement, preparing to retire soon, recently laid off, or already retired and wondering what comes next, this conversation offers practical wisdom and encouragement to help you build a meaningful life beyond  ...