Client Spotlight: Tigers, Temples & Travel Triumphs: Matt and Donna Explore India & Nepal
From career goals to bucket list adventures, each retiree’s journey is uniquely their own. At Capital Investment Advisors, we love spotlighting retirees who are embracing the freedom, joy, and fulfillment that retirement can offer. Today, we’re thrilled to share the story of Matt and Donna—two spirited travelers who recently checked off two major destinations from their retirement wish list: India and Nepal.
Client Spotlight: From Boardrooms to Bookshelves: How Gerald Turned Retirement into a Creative Renaissance
A native Georgian who grew up in the Atlanta suburb of Decatur, Gerald received a BBA from the University of Georgia (Go Dawgs!) and then signed up for three years of service as an artillery officer in the U.S. Marine Corps. Along the way, he achieved his MBA from the University of Tampa and went to work for companies such as Coca-Cola Enterprises and Genuine Parts Company.
Client Spotlight: Writing, Retirement, and Southern Soul – The Inspiring Encore of Chris Jones
If you cross-checked Capital Investment Advisors’ client list with a roster of extraordinary citizens who stand out in their respective communities, there would be plenty of overlap. Today’s spotlight shines on one such happy retiree—Chris Jones. Born in Alma, the blueberry capital of Georgia, his first job was as a high school radio DJ, which led to a stint as a news and sports reporter. In what he now refers to as a forty-year detour, he spent most of his career in corporate public affairs. Retiring from that world of politics and legislation in 2015 finally freed him up to rediscover his journalistic roots.
Client Spotlight: Kyle & Russ’s Month-Long Adventure Out West
Our job is to help retirees find happiness. When they do, we celebrate the news to help inspire others to pursue their core pursuits. Today, the spotlight is on Kyle and Russ.
Kyle is a retired English professor. Russ mostly retired from IT management and Process Improvement in 2016 but maintains a small portfolio of consulting work to minimize nest egg withdrawals. With their newfound freedom, they decided to hop in a convertible Mustang and head west for a month-long, unforgettable road trip to visit family in the West Coast and complete the California Coast Highway.
Client Spotlight: To Iceland And Beyond
Retirement often marks the end of a career, but for Jerry and his wife Cherie, it was the beginning of something extraordinary—a chance to turn their lifelong dreams into unforgettable experiences. From dogsledding in Norway, chasing Atlantic puffins under Iceland’s misty skies to marveling at wild bears in the heart of Mount Rainier, their adventures remind us all that retirement is not only a retreat but a launchpad.
Client Spotlight: Dallas And Lisa’s Cherished Italian Adventure
Lisa retired from the Bell System in 2006 and Dallas a year later, timing that was influenced by an early package offer after the “new” AT&T bought out the company. No longer tied to their desks, they jumped at an invitation from their daughter Candice for an Italian adventure. Candice and her husband Collins had honeymooned there nearly 20 years prior and had always wanted to return with Dallas and Lisa.
Client Spotlight: A New Chapter of Service for These Happy Retirees
Retiring after a successful career as a chemical coating sales representative and over 30 years in healthcare management, Lloyd and Vickie were ready to get started on their core pursuits: community service and leadership. The two moved to Lake Oconee near Greensboro, Georgia. Wasting no time, Lloyd became Homeowners Association (HOA) President of their new community and then joined the Greene County Volunteer Fire Department, where he spent a decade ensuring the safety and well-being of his neighbors.
Client Spotlight: Elayne & Randy Visit All 63 National Parks in the U.S.
When it comes to traveling, Elayne and Randy prefer outdoor settings and enjoy hiking, so the national parks were a natural fit. The idea to visit them all came on a whim, and they said, “Why not?” The freedom to make that choice is one of the benefits of a happy and financially secure retirement.
Client Spotlight: Liz & David’s Dream Trip to Iceland
Our readers know that from time to time, we like to swing the spotlight around, off of us, so that the light can shine brightly upon our clients. Today, we need two lights—one for our clients and one for the Travel and Cruise Authority who helped them plan the trip of a lifetime.
Client Spotlight: Barbi’s Cowgirl Escapade & Living the Colorado Dream
We’ve all got that dream that’s been creepin’ and crawlin’ around in the back of our minds for years. Perhaps it’s something we’ve always wanted to do but never got the chance or had the nerve.
