Third Half Advisors

Check out this important article from Harvard Business Review on "Retiring Without Regrets" which explores the transition to retirement and offers valuable insights into living a Third Half full of purpose: https://lnkd.in/e2c39z85.

Third Half Advisors co-founders, Caroline Brecker and Campbell Gerrish, recently joined William Jeffrey Armstrong on his?Aging Well Podcast. In this episode, they share practical steps for a fulfilling transition into retirement, offering strategies to overcome common challenges and redefine what this new chapter can mean. Listen in to learn how to make retirement both meaningful and rewarding: https://lnkd.in/eWdwaRDK.

Third Half Advisors was created while our co-founders were entering their Third Half. Both Caroline Brecker and Campbell Gerrish would agree that launching a business brought a sense of purpose to retirement, but is working for yourself in retirement for everyone? Read more:?https://lnkd.in/d-_7_TbK.

Our co-founders, Caroline Brecker and Campbell Gerrish, were recently interviewed by Peter Bowes on his Live Long podcast. Listen to their episode where they discuss the importance of building a portfolio of activities, leaning into your strengths and values and finding like-minded communities in your Third Half. Listen here:?https://lnkd.in/es7rKnuw. #Retirement #longevity

Jodi Wellman believes that focusing on how short life is makes you less likely to squander it. Going through this "life review", a process Wellman has developed, may help lead you to live life more fully. Learn more about this process: https://lnkd.in/eejeCHsz

Would you take a test that can tell you your biological age? Learn more about how aging is measured with the test and what your results might mean:?https://lnkd.in/efnkc9CQ

"The retirement narrative worked for a while, but it's no longer fit for purpose. It threatens the viability of our economic model and our social structure. Oh, and it shortens our life." Eighteen months into retirement, writer Andrew Hilger decided he wasn't very good at it. Read on to hear his thoughts on rewriting the societal narrative on retirement:?https://lnkd.in/eNi4Yz3S.

A new strategic plan has been developed to look at aging in the U.S., but will it be successful? Hear from 7 industry leaders who share their thoughts on the government's new "Strategic Framework for a National Plan on Aging" with Next Avenue.

The August issue of InsuranceNewsNet features the second of a three-part series which highlights my concept of purpose driven retirement planning. It emphasizes the importance of not only being financially secure but also having meaning and purpose in retirement. The article is titled “Retirement: Planning for the Third Half of Life” and spotlights Campbell Gerrish, cofounder of Third Half Advisors, based in New York. Campbell Gerrish is no stranger to me! Campbell and I were on opposite sides of the greatest rugby rivalry in New York City. Campbell played for old blue which was made up of Columbia University alumni and I played for the New York Athletic Club. Beyond that, we’re both veterans of the life insurance industry. Campbell started in the business in 1973 and I started in 1974. Campbell cofounded Winged Keel, a very high end and prestigious life insurance organization. Today, Campbell is the cofounder of Third Half Advisors. After spending a career of making sure that his clients were financially secure, he discovered that it was not enough. He saw that people need meaning and purpose in their retirement years. Rugby played a central role in naming the company. At the end of every game, players from each side often convened together for a “Third Half” where they celebrate together, establishing relationships and a sense of community. Even though the match was over, this “Third Half” was often the best part of the game! Campbell views retirement as the “Third Half of Life.” Even though a retiree’s life is changing, there’s still a lot of game to be played. The key is using this bonus time in ways that give meaning and purpose to retirement. Third Half Advisors offers programs and coaching to help participants form their vision for retirement and make a plan to thrive in the next chapter of their lives. The Virtual Milestone Program takes a small group through a six-hour exploration to rediscover their strengths and passions. The goal is to create a “Portfolio Life” with actionable next steps for the Third Half. I tried their program (see photo) and found it very informative! The second installment in this series was similar to last month's article about Gary Sirak’s book, “How to Retire and Not Die.” Like Campbell, Gary has seen a major gap that we can fill in people’s lives that goes beyond just money. We can help people live a meaningful and significant life in retirement, something that no robo-advisor can do. Check out this month’s article by Susan Rupe in Insurance News Net. Stay tuned for next month’s issue when I’ll be featured along with my new presentation, “Purpose Driven Retirement Planning.”

Long-time The New York Times restaurant critic, Peter Wells, shares his reflections on retirement.