Relevance Isn’t a Title it’s a Lifestyle I sat waiting for church services to start. Don came up and introduced himself and welcomed me to worship. After exchanging pleasantries, he sat behind me and began to talk with another person. “How’d the week go Don?” I heard. “It went okay. I am still learning how […]
Creating an Early Retirement Strategy Photo By Unsplash/@Mostafa_Mahmoudi24 Whether clients elect to retire early or are forced to, you can make a difference in whether it feels like a boom or a bust for them. This article first appeared in Rethinking65. Angela is closing in on three years into her post-career life. She decided to […]
Mapping Out the First 90 Days of Retirement Helping create an onboarding plan for retirement can boost life satisfaction and strengthen personal and professional relationships. This article first appeared in Rethinking65. Many moons ago, I was interviewing for an internal promotion at work. I wanted to come up with something that would set me apart […]
The Retirement Misalignment of Couples Elizabeth mentioned her husband would be coming home for good. Justin was an engineer who worked internationally for months at a time. They had a routine when he was away and then when he was home. However, that habitual life was going to change, radically. “Are you both ready for […]
Avoiding the Retirement Identity Trap Part 2 of a 3-part series highlighting some of the key insights from the 2025 Year-End RTA report. Download your copy today for free. Check out Part 1. I am a Vice President of Sales. That is a title I tell people when I am working. What happens when I […]
The Retirement You Want vs. The Life You’re Living Now Part 1 of a 3-part series highlighting some of the key insights from the 2025 Year-End RTA report. Download your copy today for free. Ahhh…retirement life. The time in one’s life where the cares and worries of career are replaced with carefree post-career living. You […]
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 […]
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 […]
Longevity Risk Isn’t Just About Money—It’s About How You Live We’re all living longer. Yay! That trend will continue. Yay! Yet, while the numbers are hard to define, there are some 6 to 8 million adults 65 and over who live in poverty. An increasing number of people living into their 80s and 90s are […]
Clients who gain clarity about their desired retirement lifestyle are more likely to commit to financial strategies to support it. The article first appeared in Rethinking65. Florence, or Flo to her friends, avoided the discussion of retirement. Divorced and in her early sixties, she knew she should have been thinking about post-career life, yet she […]
