You’ve been working hard for the last 40 years and saving diligently for the big day — the day you walk out of your office for the final time never to return again. For many people this is an experience that’s met with jubilation. For others, fear. After the initial honeymoon stage of unlimited free-time ends, many newly minted retirees begin to suffer an identity crisis. For so many of us, at least a portion of our identity is tied…
Over the past few weeks, I chatted with a couple of my advisor friends that I thought I would share with everyone. Not surprisingly, we spent the majority of time talking about retirement planning. On Monday, I spent the afternoon with Justin Castelli, CEO of RLS Wealth Management. Prior to shooting the video, we talked about all types of things about our industry and profession. We are both passionate about how we can make a bigger difference in the lives…
I wavered on whether to write a post like this or not. But after realizing so much wisdom from reading similar posts from other people that I respect, I feel that if it benefits just one person then it would be worth it. If you’re here strictly for financial content, I won’t be offended if you skip this one. As we closed out 2018, I took the week of Christmas totally off. It ended up being nine days with the…
If you really think about it, the only two points in life that we truly don’t care about money is when we have a total lack of wisdom as a child and at our point of maximum wisdom late in life. We spend the rest of our lives chasing it only to return to our childlike state by realizing it doesn’t matter a whole lot. That may seem odd for a financial advisor to say, but my job isn’t to…