The Retirement Resource 009 – Building Your Retirement Dream Team with Certified Coach Joe Schum

Coach Joe Schum on The Retirement Resource podcast

In this episode, Beau and I talk about the importance of building a Retirement Dream Team. You deserve a team that supports you and your definition of a RichLife retirement, which may include financial planners, lawyers, accountants, personal trainers, or even life coaches.

We’re moving from the old passive model of retirement planning (which needs to change) to a very proactive model that puts you at the steering wheel of your life.


  • The ONE thing you need to do when building a team: establishing a foundation of trust.
  • How you can tell if a service professional is receptive to you and what you want for yourself.
  • Why your team needs to not just collaborate with you, but collaborate with each other.

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