Invest In What's Important Interview - Mitch Conlon and the Arc of Retirement


About the Author

mitch conlon

Mitch Conlon, CFP®

Regional Director/Partner
Seattle, Washington


Invest In What's Important:

The Arc of Retirement

About Mitch Conlon, Regional Director and Partner
EP Wealth Advisors - Seattle, Washington 

Mitch Conlon is Regional Director and Partner at EP Wealth Advisors in Seattle, where he is responsible for helping his clients align their finances, investments, and taxes with their life goals. Mitch helps meet the needs of executives, and family-owned businesses as they strive to grow, protect, and transition their wealth.


Interview Questions:

  • Why Some People Struggle with in Retirement, Especially Executives, Small Business Owners, and Doctors/Lawyers? 
  • How Can You Identify People Who Will Struggle in Retirement?
  • What are Misconceptions About Happiness in Retirement?
  • What are Some Ways to Redefine Next Phase and Ignite Purpose?
  • How a Financial Plan Can Be a Resource for a Happy Retirement?

About the Financial Advisor Interview Series "Invest In What's Important." 

At EP Wealth Advisors, our mission is to provide honest, objective financial advice to our clients just like we would to our families. As part of this mission, Invest in What's Important is about uncovering the overlooked but valuable advice that the mainstream media may not spend as much time on. We hope listeners will get an unvarnished look at what financial advisors talk about with their clients. 



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  • Information presented is general in nature and should not be viewed as a comprehensive analysis of the topics discussed. It is intended to serve as a tool containing general information that should assist you in the development of subsequent discussions with the appropriate professional(s). Content does not involve the rendering of personalized investment advice nor is it intended to supplement professional individualized advice. Always consult a professional Financial Advisor before implementing or applying any of the approaches or strategies made referenced to directly or indirectly here.
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