Nothing to show here yet.
Retire To do WHAT
Category: Financial Planning » Retirement Planning
Retirement is Just the Start!
Category: Financial Planning » Retirement Planning
We often find ourselves seeking the “finish line” where we no longer need to earn more income. But when it arrives, many folks find they have only just begun to impact the world the way they want.
Discover the Real Meaning of Financial Independence
Category: Financial Planning » Retirement Planning
In my daily work with clients, the question often comes down to, “How much do I need to retire comfortably?” My usual answer is, “How long are you going to live, and what do you want to eat?!”
The Four Uses of Money
Category: Financial Planning » Retirement Planning
Did you know that there are just four uses of money? They are Owe, Grow, Give, and Live.
Webinar: Creating Your Paycheck in Retirement
Category: Financial Planning » Retirement Planning
Joe Bantz and Jason Brown discuss strategies for tapping into your portfolio during retirement.
What’s Next?
Category: Financial Planning » Retirement Planning
Recently, I came across a TedX talk that featured Dr. Riley Moynes. After retiring from the financial industry, he wrote a book called,” The Four Phases of Retirement”.* Because the talk was helpful for me, I wanted to share the four phases with you.
Feed the Beast
Category: Financial Planning
Planning and Puppies 101
Category: Financial Planning » Retirement Planning
I bought a puppy back in April, and it has been one of the most challenging things of my adult life. Training a new puppy is hard work and takes a lot of intentionality and thought. The same can be said about building a financial plan. I have a few tips that might help others avoid my mistakes.