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.…

Starting Your Victory Lap

I’ve worked with and talked to a number of people over the years who have made a successful shift into their Victory Lap. There are lots of ways people go about, but in my observation, the process is quite consistent. If you’re mulling over…

Get Out Of Your Comfort Zone

We often talk about getting out of your comfort zone in Victory Lap Retirement (VLR). Having new challenges in your VLR lifestyle are important both mentally and physically. We have talked about finding work in VLR to keep you engaged, mentally…

Is Contentment a Necessary Ingredient in a Successful Retirement?

Immediately after my mother’s funeral I went on my annual fishing trip to The George. There isn’t much to do there other than fish, sleep and think about things. I ended up spending most of the trip thinking about my mother and the answer…