If you have seen any of our presentations you have heard the story of Mike being told by his publisher that he had written a book about “not retiring”. Despite using retirement in the title of the book, the reality is our language has not come up with word(s) that describe what is going on in the “retirement” world now. So here are some thoughts.
We have started into our busy fall presentation schedule, this is a wonderful opportunity to meet people who are entering or planning for their Victory Lap. We hear their stories and learn of their challenges. I thought I would share some observations or common themes we hear at most of our events.
Continue reading “Get Planning”
First, a little bit of background. I have spent all of my working life (38 years) in the banking industry so it’s safe to assume that I have a good handle on most things relating to money. I’ve always been a good saver and like most people bought into the idea that the more money I saved for retirement the better my eventual retirement would be. That wasn’t my only mistake.