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Showing posts with the label Retirement Planning

Your Unique Financial Journey: Finding Your Roadmap

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  Your Unique Financial Journey: Finding Your Roadmap Recently I got the opportunity to complete a Multi Day, Multi state, Multi time zone road trip with a couple of my boys/men, a cat and a dog. Seeing how others were completing their own journeys reminded me of how we are all on different financial journeys. We aren’t all going to the same location. We aren’t all driving similar vehicles. We aren’t all using the same roadmaps. We aren’t all listening to the same road trip playlist. Some of us are all about getting to our destination as fast as possible. Others of us want to enjoy the sites and see the World’s largest ball of twine. It is important for everyone in the vehicle to be going the same way as long as they are in the vehicle. It’s important for you to have a financial roadmap and that you listen to and agree with the needs and desires of the people in the financial vehicle with you. Just like a road trip, your personal finance journey is deeply personal. There's no sing...

Your Retirement Journey: Planning for a Life of Purpose and Peace

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  Your Retirement Journey: Planning for a Life of Purpose and Peace Financial freedom in retirement is an aspiration for many, but without a clear plan, it can feel like an elusive dream. Retirement planning is not a one-size-fits-all endeavor; it's a deeply personal journey that requires thoughtful consideration, strategic action, and a bit of a coaching mindset. As your guide, I’m here to walk you through the essential steps, helping you transform uncertainty into confidence as you build the retirement life you truly desire. What is Retirement, Anyway? Redefining Your Golden Years Let's start with a fundamental question : What is retirement? For many, it conjures images of endless leisure, travel, and freedom from work. While that's certainly part of it, the modern definition of retirement is far more nuanced and personalized. At its core, retirement is a phase of life where working for income becomes optional, not a necessity. It’s about achieving financial independence ...