retire&SHIFT™:

The book Jeanne wishes she'd had when she retired — built on a framework that's already helping thousands navigate the transition.

After 25+ years in the retirement industry—including senior executive roles at Fidelity Investments—Jeanne Thompson thought she had retirement figured out. She'd spent her career helping employers design 401(k) plans to drive better outcomes. She developed frameworks, rules of thumb and assessments to help people plan and save for retirement. She was the expert.

Then she retired. And discovered that the hardest part of retirement isn't the money—it's everything else.

retire&SHIFT™ is the guide that emerged from Jeanne's own struggles and the thousands of conversations she's had with others navigating the same challenges. It's not another book about 401(k)s and withdrawal strategies. It's about the emotional and psychological transition that catches even experts off guard.