Take control of your future
LEADING IN THE NEW RETIREMENT ERA
HOW TO LEAD, ADAPT, AND WIN IN AN AI-DRIVEN WORLD
Retirement isn’t what it used to be—and neither is leadership.
In Leading In The New Retirement Era, Carroll S. Golden offers a bold new vision for financial professionals navigating today’s rapidly changing landscape. With the $84 trillion Great Wealth Transfer already underway and AI revolutionizing the advisory field, the traditional playbook is outdated. Golden introduces a human-centered, tech-smart model that redefines success—not just in dollars, but in dignity, clarity, and legacy.
Through real-world stories, strategic frameworks, and eye-opening data, this book empowers advisors to go beyond investment plans and become the trusted bridge between wealth and well-being. Whether you're a seasoned planner or next-gen advisor, Leading In The New Retirement Era will help you adapt faster, serve deeper, and win lasting loyalty from multigenerational clients.
This isn’t just about managing money—it’s about leading lives.
Learn. Lead. Adapt.
Connect with Carroll on LinkedIn and stay ahead of the wealth revolution.
Guiding Wealth, Legacy, and Leadership Into the Future
Carroll S. Golden
"Awareness is power. The right tax focus—whether from you or a pro—can protect both your wallet and your well-being."
Carroll S. Golden is redefining what it means to build wealth—one intentional conversation at a time.
With a powerful foundation in financial services—spanning top-tier advisor networks and leadership roles across the industry—Carroll brings a grounded, strategic lens to planning that goes beyond numbers.
As an award-winning author and sought-after speaker, her work bridges the personal and professional realms, encompassing legacy, caregiving, connection, and financial clarity.
Her message, “How Do You Define Rich? Let’s Build a Plan That Matches It,” challenges individuals and advisors alike to rethink success—not just in terms of dollars, but also in terms of health, harmony, and impact.
She’s not here to impress.
She’s here to inspire alignment—and deliver tools that help protect what matters most.
