Ep 0012 Richer Soul – Rock your Retirement with Kathe Kline

Welcome to Richer Soul – your journey to more a purposeful, intentional, amazing life. Where are you going to go and how are you going to get there? Let’s figure that our together. At the core is the financial well being to be able to do what you want, when you want, how you want. It’s about personal freedom and abundance.

Today we are going to chat with Kathe Kline from rockyourretirement.com about what makes for a great retirement. Kathe and I are of a similar age and it’s around our generation that the rules of the previous generations for work, life and retirement changed and a new set of rules applies. I wanted to talk to Kathe because even though the rules are constantly changing we need to figure out what a happy retirement looks like especially for those of us who decide to achieve freedom early!


Kathe was a financial adviser to the middle class since 1990 and noticed that some people who had very little money were having a good time, staying healthy, and enjoying life, while some people who were very wealthy were not enjoying life and getting very sick.

She started to question What was the difference?  Isn’t Retirement supposed to be all about money?

Kathe also noticed that on average, when a large lump sum of money that one of her clients had saved all their lives for was left to a beneficiary, that money on average was gone in 18 months.

She started to tell her clients rather than leave a bunch of money, to “build memories” with the beneficiaries.  Money doesn’t last, but memories stay with you.

Bonus material can be found here:


Check out this episode!

One Comment:

  1. Rocky, of course I’m biased, but this was a great episode. Thanks for hosting.

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