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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

The Real Risk Is Not A Market Crash. It’s This (resend)

👋 Hi Friends, Most people worry about investing for one simple reason: They’re looking at the wrong picture. They see red numbers on a screen.They hear scary headlines.They feel like “this time is different.” But once you see the chart in this newsletter, the fear drops way down. Years ago, a couple came in right after a big market drop. They were shaken.They’d had “the talk” many times of over the past few weeks.“Maybe we should go to cash… just until things feel safer.”"We will buy back in...

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...