Considerations for Your Retirement Timeline

weekly planner min

The following article is based on the content covered in my book, Flourish Financially: Values, Transitions, and Big Conversations. If you’d like to read more, you may purchase a copy here. Retirement is an exciting topic, but it can also be fraught with uncertainty, given the fact that many people will face a long retirement period of thirty years or more. When is the right moment to retire? What is the best retirement timeline for you? Unfortunately, there are no simple answers to these questions. While many factors need to come together to make a cohesive and sustainable long-term plan, the […]

Episode 19: Mastering Money Mechanics

To find success in managing your household finances, it’s crucial to lay a foundation built on the fundamentals. If you play or watch sports, you’re likely familiar with the importance of players mastering the mechanics; that is, gaining proficiency in the fundamentals of how the game is played. It’s the same with finding success in managing your household finances, where it is crucial to lay a foundation built on strong mechanics. My challenge to you this week is to ask yourself four questions. Your answers will tell you whether your financial foundation is strong, or whether you need to […]