When people start their career, they often don’t realize the need for long-term financial planning. Down the road, this means that they have almost zero savings for their retirement. According to the Center for Financial Services Innovation, 42% of adults have no retirement savings. Retiring without a proper plan means that even after working hard…

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Retirement Income Planning

  People of all ages struggle with money because they are unknowingly focusing on the wrong things… Don’t get me wrong… I’ve spent 16 years helping people with the mathematical aspect of money, and getting that right is crucial. However, most of the money “issues” I’ve seen come from people trying to solve mental, emotional,…

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Older Couples Retirement

The “new” retirement assumes you’ll live another 20, 30 or 40 years in “retirement.” And, you can create what that looks like for you in MANY different ways. What does YOUR ideal retirement look like? What does retirement mean to you? If you’re in a relationship, does retirement mean the same thing to you as it…

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The Retirement Resource - navigate a succssful retirement

Using A Vulnerability Model To Navigate A Successful Retirement Today we’re exploring a unique model for navigating a successful retirement: The Vulnerability Model. I was introduced to this model by fellow retirement coach Douglas Passanisi, who has found it extremely helpful in navigating his own retirement transition. The Vulnerability Model is about embracing your vulnerabilities…

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