Take the time to figure out how to live a post-career life by taking a gap-year to create a lifestyle plan. This article first appeared in Rethinking65. I was never a fan of the term “gap year.” Typically, it involves suspending education for a semester or a year in between high school and college, or …
The majority people in their 50s and 60s are sandwiched between an aging parent and an adult child they’re financially supporting, but they are being very quiet about it. The article first appeared in Rethinking65. Charlotte has started her retirement life, just not how she expected. After a successful career in consumer products, she finds …
George leads a team of eight direct reports, and they have a combined responsibility to manage over 200 people. George is highly productive, highly knowledgeable, and highly driven. However, his version of time management can be to push his needs through the team solely on his timeline and sometimes on his whims. That creates a …
I love to drive. I love to drive long distances. Yes, I moan and complain about other drivers, and it can get frustrating when you are stuck in traffic. However, I really like the practice of getting from one place to the next, while enjoying the experience along the way. In the United States we …
I love to drive. I love to drive long distances. Yes, I moan and complain about other drivers, and it can get frustrating when you are stuck in traffic. However, I really like the practice of getting from one place to the next, while enjoying the experience along the way. In the United States we …
As a columnist for Rethinking65, I write articles geared towards financial professionals to help them better understand the emotional and lifestyle planning challenges their clients grapple with as retirement approaches. I do my best to represent “us.” It is important for investment advisors to go deeper with those they serve to better prepare individuals and …
Listen to the LinkedIn Live Audio Event Recording. Note: You will not hear participants when they ask a question or make a statement, so there will be some periods of silence. This article first appeared in Rethinking65. I was on a call with a financial services team when the discussion turned toward their clients’ attitudes …
Listen to the audio event replay. My wife and I just went through our budget again. We have landed on our “Lean” budget and our “Goldilocks Zone” budget. The Goldilocks Zone is defined as, “The habitable zone is the area around a star where it is not too hot and not too cold for liquid …
The origin of Tug of War is unknown, but versions and variations have been noted in a variety of cultures. When we think of Tug of War, we imagine two opposing sides pulling the same rope in opposite directions. It is a battle of will and strength. The same can be applied to your attitude …
Listen to the LinkedIn audio event on the same subject. Eight Retirement Survival Steps to a Fulfilling Life Colin messaged me, “Retirement can wait because I’m still passionate, curious, and hungry for more experiences. Life’s an endless journey, and I’ll keep exploring, learning, and contributing as long as I can. I’ll retire when I feel …
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