Personal Care is the Weak Link in Corporate Performance Part 1 of a 3-part series highlighting some of the key insights from the 2025 Year-End TMA report. Download your copy today for free. “I’ve tried [to sleep] less, but … even though I’m awake more hours, I get less done, and the brain pain level […]
Intentional Slowness Makes You Faster For me, 2025 will go down as the year of the Tariff. One of the key foundations of President Trump’s economic and foreign policy approach, tariffs have had a global impact. This article is not to advocate for trade restrictions one way or the other – I want to focus […]
What’s Your Post-Career ‘Why’? Career focused people who get stuck in their pre-retirement identities, rather than reshaping them, are more likely to make poor financial decisions. This article first appeared in Rethinking65. At the end of a long trade-show day, I went out to dinner with three other associates. We began to talk about retirement […]
Structuring the Unstructured: How Retirees Navigate Their New Free Time I asked a financial advisor, “Give me an example of someone who retired and doesn’t know what to do with their time.” Without missing a beat, he replied, “I’ve got a guy who came in last month. He and his wife have a multi-million-dollar plan […]
Why Do Smart People Delay? I taught a workshop a couple of months ago with a group of people who I considered really smart. Smarter than me. They deal with people all day long navigating through very complex circumstances that sometimes do not have easy answers or defined rules. Yet the majority acknowledge they intentionally […]
Intentional Time: How to Win Without Rushing I recently answered a poll on LinkedIn that offered four different choices. In each of the choices it ended with the two word phrase, “more speed”. My choice centered around having less noise in my life in order that I quickly be focused to get more done. I […]
For those who have read even a small amount of my material, you find out fast that I am passionate about time. I guess that is why I am fascinated by the scientific concept of black holes. They are known as regions of spacetime where gravity is so intense that nothing—not even light—can escape. This […]
I love chocolate…even better when it is dark chocolate. I tend to lack the will power if it is close by and I consume too much. Inevitably, I get the energy rush, only to have it quickly fade away – which makes me want to have more chocolate. Much like a sugar high, rushing from […]
“We must continue to improve!” I have heard variations of this statement throughout my career. Heck, I’ve even said it myself. Yet, individuals, teams, and entire companies get comfortably set in their ways and wake up one day and wonder why that promotion slipped away or why the company is downsizing. Continuous improvement from a […]
About 70% of heirs switch advisors. Keeping the “kids” should be on your mind from Day One when your new clients’ children are adults. This article first appeared in Rethinking65. My mom collaborated with a financial advisor for close to 20 years. When he retired, a much younger wealth manager, John, assumed responsibility for her […]
