Name: Advice for Clients Seeking Mini-Retirements
Uploaded: 2025-10-23T15:00:00Z
Duration: 1 min 43 s
Description: Aileen Schruth, a financial advisor at UBS, discusses strategies for clients interested in taking a break from their jobs.

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Constellation CEO on What Hyperscalers Mean For the Energy System

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Aileen Schruth, a financial advisor at UBS, discusses strategies for clients interested in taking a break from their jobs.

https://m.wsj.net/video/20251023/03d95104-5808-435e-8ae3-0e978f07354a/1/hls/manifest-hd-wifi.m3u8

Advice for Clients Seeking Mini-Retirements

So you work with a lot of wealth creators, which as you mentioned, is a very different type of persona than an individual who maybe has inherited their wealth. For those folks that are very stressed at work, especially the next generation, our generation, they want to do almost like these mini retirements. They don't wanna fully check out, they're not fully done with retirement, but they wanna take maybe a year hiatus or they maybe wanna build their wealth to start their own endeavor and get out of the nine to five. How would you help them along that journey?

So I have a wild number of clients who have done that, who've done the mini retirement or whatever phrase we're using, take a year or two or three, and then gone back to the high-stress job. But I also spend a lot of time with clients in saying, "You have accumulated such wealth. You know, you think you need to make X dollars per year, which is what you used to, but actually because you have this portfolio, the portfolio could make up 80% of your lifestyle, and you could take a much lower paying job and it still works out." I have a client who, finance job in the city and an expensive lifestyle, kids in private school, all the expenses of New York, and beach house and that. But he really had this dream of this startup where he would make very little and have equity, and I showed him on paper, you don't need to have the income and you could still maintain the same lifestyle, do this and provide for your kids the way you wanted to. So I see the mini retirements of a year, two, or three. I see people leaving very young and consulting or going on boards and then also doing the startup or your own business where you might have really small salary, and ideally you take off, but you don't have to. You've made enough that it's fine.