"Comfortable Being uncomfortable"

I very much enjoy learning what truly drives our clients to make certain decisions.

In this "Client Spotlight” recording, we explore why one of our clients, Steve O., decided to launch a successful consulting firm after a 38-year career in housing.

Originally, just like many other people, Steve thought retirement meant stopping work.

He later discovered that his "encore career" is more fulfilling than ever.

But the biggest challenge wasn’t the business logistics.

It was getting “comfortable with being uncomfortable.”

In this engaging conversation, Steve shares many useful ideas that can benefit people who enjoy what they do professionally and haven’t decided what the next chapter looks like.

Click on this LINK to watch the recording on our YouTube channel.

Here is what we covered in our conversation:

• Please tell us a bit about yourself
• In terms of your transition to the next chapter and specifically your decision to launch your own firm, what triggered it? How long did it take you to prepare for the launch?
• What has been the most rewarding part of building something of your own?
• In terms of your new business experiences, what were some of the most challenging and exciting moments?
• I remember in one of our meetings you mentioned that now it feels less like retirement and more like work. Do you still feel this way?
• How do you structure your time with the family? Does it complicate things for you and the rest of the family?
• What’s one thing you wish someone had told you before you launched your firm?

Disclaimer: This video features an interview with Steve O., a client of Capital Squared Financial, who is sharing his personal experiences on his journey to retirement. Steve O. was not compensated for participating in this interview. The views and opinions expressed are his 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.