Retiring With a Purpose

By Julie Duffin
January 2025 View more Books

As a certified financial planner and wealth adviser, Zachary Larson has been helping clients create retirement plans for years. The Naperville resident recently channeled his expertise into a book that helps people plan for their retirement with a purpose. “My biggest realization is that, if done well, retirement is less about an ending and more about a beginning,” he explains. “Retirement can be the beginning of a period where personal time, family time, travel time, and volunteer time take center stage.”

In Retire Intentionally: Stories and Strategies to Spend, Give, and Live With Confidence, Larson showcases examples of how real people have successfully implemented his techniques. “I talk to so many people everyday about something that typically is very private,” he says. “I wanted to open that up to the world and share stories of people who have done some really cool things with their money.”

The book also offers worksheets at the end of each chapter to spur action. “Information without action is worthless,” he says. “It would be a waste of time to just read the book if you’re not going to do anything with it. These worksheets equip people to do it on their own.”

Photos: Zachary Larson