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…

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…

Grey Divorce

For those of you in a relationship I’d be surprised if you did not realize that when it comes to happiness in life, how well you get along with your partner will have the biggest impact. Your partner is the person you’ll spend the most time…

When You Retire Where Do All Your Friends Go?

This question comes up at many presentations I make on Victory Lap Retirement. A strong social network is key to our happiness and longevity. Friendships enrich our lives we should always look to build our social network and build relationships…