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Sep 30, 2019

When is the right time to retire?


Answering that question isn’t as easy as just picking the year you turn 65 — there’s a lot more to consider, and a lot of questions you should ask yourself to determine what makes the most sense for you and your family.


So, today, I’m going to go over what these questions...

Sep 16, 2019

Today, I want to walk all of you through an assessment that we think everyone should take before they start planning for retirement. People often think succession planning is awkward to talk about, so a lot of the things we cover in this survey have been largely ignored by corporate teams over the past few years — but...

Sep 9, 2019

There are a lot of really interesting and useful retirement lifestyle articles – but I think a lot of us just sort of skim over these. But I’ve been doing a lot of reading lately, so I wanted to share the most helpful tidbits I’ve picked up in these articles.


To learn more, and for the complete show notes,...

Sep 2, 2019

Being busy in our jobs – managing hectic schedules and the stress of the daily grind – makes us visualize what would our life be after retirement; a happy and relaxed space where we can chill out endlessly! But once retirement actually approaches, the endless leisure and free time can become overkill. 


If you are...