Celebrating Another Milestone

I have told this story before but I wanted to keep you up to date on what we are doing with our Presentation and Coaching business. We set a target date of April 1st to get our coaching guide into edit and guess what it’s there! We are excited knowing that it will help a lot of people figure out this retirement thing having been through the ringer ourselves but it will require a lot of polishing before it’s ready to release to our coaching clients. This will be our last book on the subject and will serve as the foundation for our coaching business so we want to take our time and do it right. After that is done we will add a couple of chapters to the guide and publish it as a DIY coaching guide hopefully by the end of this year. Continue reading “Celebrating Another Milestone”

Retiring Solo Are You Ready?

Standing on top of the world (image)TD Wealth released a survey in January 2018, which found that 47 percent of respondents were planning to retire solo. This is a fascinating statistic and one that is driven home by feedback we receive at many of our seminars.  It is not surprising that with historical high divorce rates, Statistics Canada data showing all time high levels of individuals living solo and peope living in non traditional living arrangements to reduce housing costs, that people are heading into retirement with a focus on being alone. Continue reading “Retiring Solo Are You Ready?”

Choose To Live Differently

I read the other day that Canada’s prosperity ranking has slipped to its lowest level in 11 years. Prosperity to me is a proxy for happiness and I’m not surprised by the findings at all. You can sense something is wrong whenever you venture outside, read or watch the news. Today a lot of people are stressed, unhappy and according to the index feel less convinced that working hard will get them ahead. They are beginning to lose hope and that is not a good thing. If that isn’t bad enough, the article goes on to say that Canadians over the last decade are struggling more with health concerns and the problem is only getting worst. Continue reading “Choose To Live Differently”

What Makes You Happy?


If you have read our book or  our blogs you know we are big fans of the book Blue Zones by Dan Buttner. Mr. Buttner has studied what makes people happy and healthy around the world. We learn there are different definitions of happy but there are lots of commonality amongst the happiest people in the world. If you have not had a chance take some time and read Blue Zones.

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Finding Happiness In Victory Lap

Standing on top of the world (image)It’s taken me a long time to get to this point in my life where all the pieces have finally  come together. I’m blessed with a loving family and friends, a great wife (the Contessa) and a wonderful business partner in Gerry. Things finally feel right and the future looks pretty good right now from where I’m standing. But it wasn’t always that way and I’ve been dealt, rightly or wrongly, with my share of challenges over the years.

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Financial Planning is Lifestyle Planning, No?

Many of you maybe confused by lifestyle and financial planning. The financial services industry, through advisors, planners and brokers have for years helped customers save money for their retirement. They provide suggestions on investments look at your risk tolerance, asset mix, help you budget, with the goal of financial independence when you retire. That is a wonderful and noble goal but are you really prepared for the “blank sheet of paper” that is your life for the next 20+ years? We call the years after work where you have the health to do what you want your Victory Lap (VL). As my mother use to say “Money does not buy you happiness” so you need a lifestyle plan.

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Unplugged On The George (Part 2 of 2)

My routine on the George goes like this, get up at 6, have breakfast, fish all day, have dinner, in bed by 8 and repeat for the week. There really is only two things to do fish and think. I do a lot of thinking while fishing on the George. Deep thinking is a challenge at home with so many distractions but up there I get clarity of mind.

There is something about that beautiful, wild, harsh environment that makes you feel closer to the universe and God, especially when your guide takes you down river through the rapids. Things that you thought were important back in the city suddenly don’t feel so important after the first cold spray of river water hits you square in the face. You feel uneasy maybe a little thrilled, you think this might be the time for a good prayer. The truth is that as we age we tend to  think safety first. We may not have really pushed ourselves for a long time, we stay in our comfort zones. My trip to the George challenges me, it is the real deal. Continue reading “Unplugged On The George (Part 2 of 2)”