Stock market risk is the primary focus of the financial news. The reason is simple. The scarier the headline, the more eyes are attracted to it.
Retirement. It’s something everyone thinks about at some point in their lives. When I see or hear about the people who have retired most effectively, three themes stick out to me. Let’s dive into them.
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.
Did you know that there are just four uses of money? They are Owe, Grow, Give, and Live.
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?!”
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