Welcome to Victory Lap Retirement!

The rules of retirement have changed and there’s more at risk than ever. We are living longer and have to finance as many years in retirement as we had during our entire working career. You want less stress and more flexibility—to stay engaged with meaningful work, but in a limited way and on your own terms. You have paid your dues and have met your family responsibilities and now it is your time to create the lifestyle you’ve always dreamed about. You can make it happen and are more than capable. The deci­sion is yours. So, what are you waiting for?

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My Biggest Retirement Planning Mistakes

Looking back, my biggest retirement-planning mistakes had nothing to do with money. Rather, they resulted from not thinking things through and not having a good retirement lifestyle plan in place, for when I did retire. Because of that, it took…

Starting the Conversation

How many great and important things in life start with a simple conversation? Consider some of the most important relationships, accomplishments and memories in your life. How many started that simply? Most of them, probably. Let’s think…

Bad Work vs Good Work vs Great Work In Retirement

Bad Work - Work that we do just for the money. Good Work – Work that we enjoy and are good at. Great Work – Work where we can express ourselves, and that puts us into a state of flow. In Victory Lap Retirement, because we have achieved…

Time To Level Up

I haven’t been sleeping well recently but it’s not a bad thing as I’m just excited about all of the wonderful things that are finally coming together after a lot of hard work. I started working on Victory Lap Retirement with Jonathan…

Five Years Sooner

Time is probably the most precious commodity that we have. Over the years, as my career as a financial planner unfolds, I have become borderline obsessed with the idea of optimization. How do we optimize? It’s part of my work as I think about…

The Power of Relationships and Community

In his bestselling book “Outliers”, Malcolm Gladwell talked about the magical town of Roseto in eastern Pennsylvania. The town was established by a group of people who immigrated from Roseto, Italy looking for a better life in the late 1890s.…