Just 30 years ago, seeking a long-term career was considered smart planning. Phrases like “getting ahead” and “climbing the corporate ladder” and words like pensions and tenure were all motivators for being on a job for the long haul. You went into a job thinking about career fast tracks, partnership, and building a nest egg the traditional way.
Read MoreThere are two schools of thought when it comes to career selection and following your passion. Some believe that if you are hyper-focused on following your passion, then the money will eventually follow. Others say that only by following the money trail can you truly be successful in life and that passion should be relegated to side jobs or hobbies.
While both of these viewpoints have merit, they are incomplete. Neither one will lead to a well-rounded fulfilling career unless all of the variables involved are taken into consideration.
Read MoreWithout a deep understanding of your values, life perspective, and motivators, you create a lifestyle plan on a weak retirement foundation that is sure to crumble.
Read MoreThere's an interesting phenomenon that occurs during traditional retirement planning. Rather than building upon our established identity and creating a retirement landscape that reflects our interests, we tend to move into this stage of our lives without regard to who we are inherently and who we've become over time.
Read MoreCreating a fulfilling retirement requires action and having the ability to REWIRE how we think is critical to finding fulfillment.
The traditional definition of the word “rewire” centers around taking something that is broken or damaged and replacing it, like rewiring old electrical fixtures in a newly renovated home.
Read MoreAs baby boomers, we’ve been around long enough to know that nothing ever stays the same. Most of us can pinpoint a time in our lives where either we made a personal shift or the world around us suddenly changed.
In many ways, we are all experiencing a massive shift into a new way of doing life post Covid-19, especially when it comes to how we look at our retirement.
Read MoreIf you’re a baby boomer, then you are likely either knocking on the door of retirement or you’ve already made the leap. If you successfully planned for the financial side of your retirement, then congratulations. you are ready to live the good life. Or, are you?
Read MoreUncertainty doesn’t play favourites. It’s an equal opportunity house guest that knocks on our door when we least expect it. It disrupts our daily lives and ignores our polite requests to vacate the premises. It always leaves a trail of destruction in its path, and we’re left wondering where it came from and how we can keep it from ever knocking on our door again.
Read MoreWe ride along in life making progress, gaining experience and opportunity, but, as our life begins to unfold, deep down, we may have doubts about our chosen path.
Read MoreIn the course of my 35 years as a wealth advisor, I worked with many clients who were transitioning into their retirement years. One, in particular, stands out. This busy CEO had great expectations for his retirement and looked forward to the day he could finally travel for pleasure and spend his days leisurely picking stocks for his investment portfolio.
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