Empowering Couples to Find a Shared Lifestyle Voice Most couples believe they are aligned about retirement. They’ve talked about when they’ll retire, how much they need, and where they might live. What they often haven’t talked about is how they will live their days together once work disappears. Data collected from the Retirement Time Analysis […]
The Power of Everyday Memories In the middle of a morning walk, my wife and I began to discuss what trips we might want to take and activities we wanted to do. I have talked about bucket lists in this newsletter before; aspirational opportunities that you plan but may not complete. We were reviewing these […]
The Retirement Budget Often Overlooked Retirees anticipate endless days of freedom, but a financial advisor can help prepare them for the realities that await them. This article first appeared in Rethinking65. Tim may not have considered himself retired. To keep himself busy, he had a variety of real estate properties, and he had his own […]
Calendar Debt: Spending Tomorrow’s Hours Today Take a look at your calendar right now. If you have more than one, open the one you use for work. If you are like most people who have taken the Calendar Time Analysis (CTA), it will look something like: meetings blocked off, whether created by you or someone […]
How Your Clients Announce Their Retirement Matters By discussing their communication plans, you can help them avoid burning bridges, alienating family, and sabotaging post-career happiness. This article first appeared in Rethinking65. Darren is sitting across from a long-time client couple and starting their semi-annual review. “Alright, have you thought more about your timeline for retirement?” […]
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 […]
Time Multipliers: Small Choices That Give Hours Back I am a big proponent of having a robust Customer Relationship Management (CRM) tool in the Sales process. I’ve used one for well over 10 years (my preference is HubSpot). They can be hubs of information and automation. Yet, when I started to implement them, I have […]
The Time Portfolio: Managing Hours Like Assets “Past performance is not a guarantee of future results.” Typical financial disclaimer. In the course of 2025, I had multiple personnel changes at all levels of the organizational structure. Where I had hoped to be more focused on navigating and coaching through the strategy changed as I needed […]
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 […]
