Jim Collier, RetirED (aka Retirement Consultant)

My role is to help make the experience of retirement, human. I provide my real-life perspective and practical answers to the “Big” question: who will I be once I no longer am what I did for a living?

Is there anything you would have considered or further planned for (outside of money) entering into retirement?

Yes. I wasn’t emotionally prepared for executing my new purpose once I no longer did what I used to do for a living. I thought a lifetime financial planner would be exempt from the emotional challenges of the retirement transition. I was wrong.

I didn’t answer the what will I Be-Do-Have questions in each area of my new lifestyle until after realizing I really should have finished this important homework before I rang the retirement recess bell. The answers helped me discover my new purpose in all facets of my life. Today, I know exactly why I get out of bed in the morning and I’m excited to see what each day brings.

What does “Built for Retirement” mean to you and why is it important to Collier’s cli-ents?

We humans were built for retirement; we just need an instruction manual to put all the pieces together! 

Now that you’ve retired, why have you decided to become a consultant and what kind of impact are you hoping to make?

My long-time experience as a financial planner specializing in retirement planning (32 years) and my successful retirement transition makes me qualified to educate others that are contemplating retirement. Making a difference in other peoples’ lives fulfills my purpose as a teacher/writer/ storyteller. 

Explain how your friends or family would describe your personality.

Honest answer: Ready-fire-aim
What I hope they would say: Witty, Caring, Dynamic, Authentic

What are your favorite things to do now that you’ve retired?

Same as before retirement, just more time and less distractions to really enjoy those things: travel with my favorite person in the world, my wife Carol, meditate, write, spending time with our grand kiddos, forestry, walking, running, guitar, and doing weekly community service without being court ordered!

Tell us an interesting fact about you.
If you want me to do something, tell me I can’t do it.
Are there degrees, awards, accolades or experience you’d like to highlight?

Jim Collier, RetirED is the author of Retirement Is Recess for Grown-Ups.

Most people typically focus only on saving and investing for retirement and have not created a personal lifestyle plan to help define their new life purpose for a period of time that could last longer than all the years they worked,

Jim Collier, a retired Certified Financial Planner, and author

This book masterfully combines the financial (science) and the lifestyle (art) planning segments of a comprehensive retirement financial plan into one “plain English” discussion appropriate for retirement hopefuls of any age.  It is chock-full of wonderful analogies, amusing quips and several exclusive homework exercises designed to help you answer the two most important questions when planning for a multi-decade period of financial independence:

Time to connect?