Description

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You can have a retirement plan that works on paper and still feel uneasy about what comes next.

In this episode of Your Next Success, Dr. Caroline Sangal talks with Chris Pollard, West Point graduate, U.S. Army veteran, and principal of Great Path Planning, about retirement planning beyond the spreadsheet.

Chris shares his personal story, including the early loss that shaped his awareness of time, the pressure and intensity of West Point and Iraq, and how those experiences inform the way he now helps families plan for retirement. With over 15 years guiding high-net-worth clients, Chris has seen that financial readiness doesn’t automatically bring peace.

This conversation explores why worry can linger even when the numbers check out, why spending often feels harder than saving, and how real retirement planning includes identity, purpose, relationships, and how you actually want to live your days.

What You’ll Hear

• Why retirement worry persists even with a solid plan
• Chris’s story: early loss, West Point, Iraq, and transition into financial planning
• The emotional side of spending after a lifetime of saving
• What it means to plan for time, structure, and meaning in retirement
• Why “enough” is not only a number

Great Path Planning:
https://www.greatpathfp.com

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