Written by Alex Seleznev, MBA, CFP®, CFA | June 25, 2025
So what does a successful transition to retirement look like?
Perhaps you have your own vision, which I really hope is the case.
Or maybe you get your ideas from family and friends or from popular magazines like Kiplinger or AARP.
The purpose of this newsletter is to share a real story from one of my long-term clients, Ava K, and her preparation and transition to retirement. This video is unedited and we spent only a few minutes preparing for it.
I wanted to make sure you see the process through the eyes of someone who actually did successfully transition to retirement. It wasn’t always easy for Ava, especially at the beginning of her journey when she had to start her plan almost from scratch after a divorce. But I’m getting ahead of myself!
I really hope you learned something new or at least this conversation gave you a different view on your own financial plan or retirement journey.
P.S. Time does fly! As I watch this video and edit the newsletter, I realized I’ve been working with Ava since 2011, for over 14 years. It really feels like we just started these planning conversations yesterday…
Disclaimer:
This video features an interview with Ava K, a client of Capital Squared Financial, who is sharing her personal experiences on her journey to retirement. Ava K was not compensated for participating in this interview. The views and opinions expressed are her own and may not reflect the experience of other clients. This interview is provided for informational and educational purposes only and does not constitute personalized financial, investment, or legal advice. Individual results may vary.
Capital Squared Financial is a registered investment adviser with the U.S. Securities and Exchange Commission (SEC) and may only conduct business in jurisdictions where registered or exempt from registration. For more information, please refer to our Form CRS and Form ADV, available on our website.
Please consult a qualified financial professional regarding your individual circumstances before making any investment decisions.
