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Retirement in the 21st century is different than it was in the 20th century. As the Western population experiences longer lives but often earlier retirement, how should a financial advisor’s clients plan for, and live in, retirement? Some anticipate a never-ending vacation, while others might never be financially able to fully retire. A faith-based system of financial advising includes the concept of one’s calling – the bigger purpose for which each individual exists. Together, the client and advisor can discuss time appropriation and the impact of culture, rest, calling, work, and stewardship of life to determine the client’s preferred retirement scenario.
Jeff Haanen is the founder and CEO of Denver Institute for Faith & Work, an educational nonprofit that teaches and convenes leaders on theology, work, calling, and culture. He’s also the founder of the 5280 Fellowship, an emerging leaders program in Denver, Colorado, and Scatter.org, an online learning platform. He writes for Christianity Today, Comment Magazine, and other publications. He’s also the author of An Uncommon Guide to Retirement: Finding God’s Purpose for the Next Season of Life. He lives with his wife and four daughters in Denver, Colorado.