The 4 People Every Retiree Needs to Have in Their Life

How to Hire and Fire the Best People to Lead These Sections of Your Retirement

Category: Planning & Retirement
Ideal for: Pre-retirees, retirees, senior groups, estate planning workshops, church seminars
Length: 30–60 minutes, flexible

Retirement is like a symphony: it only works well when every section plays in harmony. In this talk, Steven introduces four essential roles every retiree needs filled—Healers, Shepherds, Advisors, and Protectors—and shows how each contributes to a balanced and secure life. With warmth and clarity, he helps attendees evaluate the people around them, identify gaps, and make wise, values-based decisions about who’s on their “life team.”

  • A clear framework for organizing and evaluating key relationships in retirement
  • Practical tools for hiring, replacing, or elevating advisors and supporters
  • Insight into the roles people play—and how those roles shape your future
  • Encouragement to design a life marked by purpose, peace, and support
  • Retirees and near-retirees
  • Spouses navigating this season together
  • Adult children supporting aging parents
  • Ministry leaders and senior-focused professionals
  • Anyone designing a purposeful next chapter of life

Too often, retirement planning focuses only on money. But the real questions aren’t just financial—they’re relational. Who’s helping you stay grounded? Who’s protecting you from risk? Who’s guiding your decisions? Without clarity about the people you trust, even the best-laid plans can fall apart. This talk brings those relational roles into focus and invites attendees to shape their next season with intention and wisdom.

This talk is designed to be accessible, engaging, and informative in any setting — whether you’re hosting a formal educational workshop or a casual community gathering.

Ideal venues include:

  • Church or ministry events focused on life transitions
  • Senior-focused conferences or educational workshops
  • Community seminars on retirement planning
  • Financial, legal, or healthcare partnership events

All I need is a quiet space, a place to project slides (optional), and a group of people ready to learn. I tailor the delivery style to fit your audience’s comfort level and questions.

Retirement works best when everyone’s playing in harmony—let’s help you build the right team.

Click below to check my availability or to request this presentation.

Disclaimer: 
This talk is relational and reflective—not product-driven. Steven is not offering financial, legal, or medical advice, but providing a wise and practical framework for evaluating the people who are. His goal is to help you build a life team that fits your needs, honors your values, and helps you retire with harmony.