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.…

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…

Finding Your Sweet Spot

One of my friends over in our “Younger Next Year” Facebook group posted this photo and I smiled while I looked at it knowing that I had found my ‘Ikigai” my own “sweet spot.” No, let me rephrase that, I didn’t actually find it,…

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…

In Victory Lap It’s Not About “More Money”

My view about money has changed since I left the corporate world, why I thought? Early in my life I was lead to believe that money was the most important measure, the one thing that matters on a personal scorecard. I became wired to succeed,…