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I help people prepare financially & mentally for retirement

I been a financial adviser for 20+ years. I'm on a mission to help 10+ million people be thoughtful and deliberate about when they retire.

Featured Post

Tale of 2 Retirees. Bliss vs Rehab

I am excited to share the very first issue of my newsletter with you. I promise that each email will be short, inspiring and useful. Let’s jump in ... Today I share one of the best retirement articles I read in 2024. It discusses the true experiences of two people's transition into retirement. One person thrived. The other struggled. Irene discovered new experiences, passions and relationships. Unfortunately, Lawrence found frustration, boredom and loneliness. Irene found purpose in helping...