In our premier episode, with guest Peter Santaw, we follow his story from a budding toy designer to experienced executive to finding new purpose in retirement.

Golden Matters focuses on the Silent Generation (1928-1945) and Baby Boomers (1946-1964) and their caregivers to provide resources, best practices and a community to enable the spoken & unspoken needs of the aging population.

Within each story we explore Golden Matters' key themes of finances, health/mobility, and finding purpose and identity in retirement.

Thank you, Peter!

"Toying with Retirement": Timestamps & References

Conversation with Peter Santaw

00:00 Welcome Peter!

00:23 Early Life in the Toy Industry

02:32 Higher Titles, Higher Stress

07:06 The Transition to Retirement and Its Challenges

10:24 Burnout or Forced Out?

13:45 Finding Purpose in Retirement

18:56 Creativity and Staying Active

21:12 The Power of Volunteering

23:30 Observations from Leading Tours

26:35 Challenges Faced by Veterans

28:38 The Need for Social Security and Medicare

32:37 Community Living for Seniors

33:30 Importance of Diversity

35:31 Reflections on Retirement and Financial Planning

38:01 Resilience and Family Legacy

Post Show

41:26 Reactions to Conversation with Peter Santaw

42:58 Workshop Learnings - Social Security and Taxes

46:53 Importance of Finding a Fiduciary

48:29 Word of Mouth for Referrals

52:54 Purpose- Identity & Activity

56:37 Technology and the Digital Divide

59:58 Future Thoughts on Travel and Mobility

01:02:09 Golden Matters' Meanings & Legacy

References from Post Show

NAPFA (The National Association of Personal Financial Advisors): ⁠https://www.napfa.org/⁠CFP board (Certified Financial Planner): ⁠https://www.cfp.net/verify-a-cfp-professional⁠

Garrett Planning Network: ⁠https://garrettplanningnetwork.com/⁠

⁠https://smartasset.com/⁠

⁠https://www.feeonlynetwork.com/⁠

FINRA’s Broker Check System:

⁠https://www.finra.org/investors/investing/working-with-investment-professional/about-brokercheck⁠

⁠The Golden Matters⁠

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