Purposeful Retirement

Exit Your Career With Purpose, Not Regret

The comprehensive transition program for accomplished professionals (ages 50+) who want to retire strategically—without losing their identity, running out of money, or destroying their marriage.

You’ve Spent 30+ Years Building Your Career. Now It’s Time to Exit With Confidence

For accomplished professionals, retirement is no longer about stopping work. It’s about redefining what comes next. Many enter this phase healthy, financially prepared, and full of potential—yet unclear about how to structure a meaningful life beyond their primary career.

Without a framework, this transition can feel aimless despite years of success.

40% of retirees regret their decision within 2 years
Healthcare costs between 62-65 average $50,000+
“Gray divorce” has increased 50% since 1990
Most people fail at retirement not because of money, but because they retired for the wrong reasons, at the wrong time, without the right preparation

You deserve better.

Retirement Done Right: A Strategic Framework for Your Most Important Transition

The Retirement Trap That's Keeping You Stuck

The Purposeful Retirement Program is the only comprehensive system designed specifically for high-achieving professionals who refuse to leave the most important transition of their lives to chance.

This isn’t generic retirement advice.

This is a proven framework that addresses:

Not just money—but identity, purpose, relationships, health, and meaning
Not generic advice—but specific strategies for accomplished professionals with complex careers and sophisticated needs
Not theory—but an actionable, step-by-step roadmap with timelines, templates, and proven frameworks

Program Overview

The Complete 7-Module System + Bonus Resources

Total Program Duration: 8-12 weeks self-paced | 6 months guided

Each module builds on the previous one, taking you from assessment through planning to execution, ensuring you retire successfully—financially, psychologically, and relationally.

Orientation: The Right Question

Pre-Program Diagnostic - Required for all participants

Purpose: Ensure you’re solving the right problem before investing time in retirement planning.

Before you plan your retirement, you need to know if retirement is actually what you want. 40% of people who think they want to retire actually need something else entirely—a career change, a sabbatical, or just a better job.

What You’ll Discover: - The Retirement vs. Career Change Diagnostic - The three retirement motivations (and why only two lead to success) - Decision Framework: Stay, Shift, or Exit - Whether retirement is the right question for you to be answering

Deliverable: Personalized recommendation—continue with Purposeful Retirement or pivot to Career Pivot Mastery

MODULE 1: The Retirement Reality Check

Getting Brutally Honest About Where You Stand

Purpose: Comprehensive assessment across all four domains that determine retirement success.

Most people think they’re ready to retire. Then they run the actual numbers and realize they’re not. This module forces brutal honesty across financial, psychological, relational, and practical readines

MODULE 2: The Five Exit Pathways

Discovering Your Ideal Transition Strategy

Purpose: Match your circumstances, goals, and readiness to the optimal retirement approach.

One-size-fits-all retirement planning fails. This module shows you five different exit strategies and helps you choose the one that fits your financial situation, identity strength, and relationship dynamics.

MODULE 3: Identity Redesign

Rebuilding Who You Are Beyond Your Career Title

Purpose: Create a strong, multidimensional identity that doesn’t depend on professional status.

This is where most accomplished professionals struggle. Your career has been your identity for 30+ years. Who are you without it?

MODULE 4: The Relationship Transition

Navigating Marriage and Family Dynamics in Retirement

Purpose: Prevent the common relationship crises that destroy marriages during retirement transition.

Gray divorce has increased 50% since 1990. Most of it happens during retirement. Here’s how to avoid becoming a statistic.

MODULE 5: Financial Engineering (Conversations Edition)

Having Better Conversations with Your Financial Advisor

Purpose: Equip you to work effectively with financial professionals rather than becoming your own advisor.

You’ve partnered with a financial advisor for retirement planning. This module is about creating a true partnership with your advisor—not pretending you’re going to become a CFP yourself.

MODULE 6: Your First-Year Blueprint

Month-by-Month Roadmap for a Successful Transition

Purpose: Navigate the emotional and practical realities of the first 12 months with clear expectations and action steps.

The first year of retirement is predictable. You’ll go through three distinct phases. Here’s what to expect and how to navigate each one successfully.

MODULE 7: Designing the Next 20 Years

Long-Term Strategy for Health, Contribution, and Legacy

Purpose: Create a proactive vision for decades of fulfilling retirement rather than letting it happen by default.

You’re not planning for 10-15 years. You’re planning for 25-35 years. That’s a long time to not have a plan.

BONUS MODULE: Resources and Community

Resource Library:

Templates for all worksheets and frameworks
Financial calculators and planning tools
Recommended books, podcasts, and articles
Community Access:
Private online forum for program participants
Monthly Q&A sessions with Jim Wagner
Peer mastermind groups
Guest expert sessions (financial advisors, estate attorneys, healthcare specialists)
Access to new bonus content as developed
Lifetime access to all materials and updates

Who This Program Is For

Ideal Participants:

Accomplished professionals ages 50-70 considering retirement within 5 years
High earners ($100K-$400K+) with complex financial situations
Career-identified individuals who’ve built their identity around professional success
Married couples navigating this transition together
Business owners planning strategic exits
Executives and senior leaders with sophisticated retirement needs

This Program Is NOT For:

People looking for generic retirement advice
Those not willing to invest time into the program
Individuals who just need financial planning (work with your advisor
Anyone under 45 unless planning early retirement
People who’ve already retired 2+ years ago (different needs)

Why This Program Works

1. It’s Comprehensive Not just finances. Not just psychology. Not just relationships. ALL of it. Integrated. Strategic. Complete.

2. It’s Specific to High Achievers Designed for accomplished professionals with complex careers, sophisticated financial needs, and strong career identities. Not generic advice for the masses.

3. It’s Brutally Honest No sugar-coating. No wishful thinking. Just reality. If you’re not ready, we’ll tell you. If you have gaps, we’ll help you fix them.

4. It’s Actionable Every module has worksheets, frameworks, templates, and specific action steps. You’re not just learning theory—you’re building YOUR retirement plan.

5. It’s Based on What Actually Works Not academic theory. Not generic retirement books. Real strategies.