The Real Bottom Line

Wendy talks with Dr. Susan Reid, revisioning specialist, author, and keynote speaker, about designing life after work. They explore identity beyond titles, why meaning matters in retirement, and how a simple “being vision” guides the next chapter. Susan shares research, lived lessons from building and selling businesses, and practical tools like journaling push/pull factors and building a “retirement team” of strong and weak ties.
Show Notes (light timestamps)
  • 0:00 — Intro and Susan’s path: scientist → MBA → PhD → entrepreneur
  • 3:30 — The Bob Proctor yo-yo story and discovering vision
  • 7:55 — Creating a category: ice cider, then maple whisky
  • 12:10 — Why a seven-word vision moves people faster than a long plan
  • 13:40 — “Life after work” and early-retirement trends
  • 17:20 — Hard stop vs glide path and the anxiety dip
  • 21:30 — Prep to vision: quiet, journaling, push/pull factors
  • 24:30 — Open via nature, people, and the “universe”
  • 26:20 — Your Retirement Team: strong ties and weak ties
  • 33:00 — Values → being vision (stop obsessing about how)
  • 38:36 — The art of becoming + how to reach Susan
Key Takeaways
  • Treat retirement as revisioning: move from freedom from to freedom to.
  • Start with values and a being vision, then let the how emerge.
  • Build a Retirement Team for support and fresh ideas.
  • Keep the vision simple enough to remember.
  • Prototype the next chapter before you leap.

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Creators and Guests

Host
Wendy Brookhouse
The Financial Planner for ambitious growth oriented Entrepreneurs
Editor
Shaun Whynacht
I’m the founder of Blue Cow Marketing and father of an amazing little boy. helping other business owners overcome challenges is my passion.

What is The Real Bottom Line?

Welcome to The Real Bottom Line – the podcast for business owners who want to exit on their terms.

I'm Wendy Brookhouse, creator of The Exit Lab and the Business Value Amplifier. In each episode, I talk with founders and experts about what really drives value in a business – and how to build a company that's ready to sell, whether that's in 2 years or 10.

We unpack what makes a business more attractive to buyers. We tackle financials, recurring revenue, customer satisfaction, and systems that take the business beyond you. No fluff. Just real conversations, tools, and ideas you can use right now.

If you're thinking about selling – or just want more control, more freedom, and more value – you're in the right place.