Too Much Cash? Cash is a resource. Use it wisely. https://www.youtube.com/watch?v=rnLGlqlJmU0&t=14s What This Means Many business owners are excellent at generating income but don’t spend enough time deciding what to do with the cash they accumulate. I see it all the time. Cash feels safe. It provides peace of mind, helps cover unexpected expenses, and […]
His Number Was $700K Don’t guess your number. Follow a process. What This Means One of the biggest mistakes people make when planning for retirement is picking a number before doing the math. We’ve all heard the headlines saying you need $1 million, $2 million, or even more to retire comfortably. The truth is, those
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Worst Timing Possible Markets are unpredictable. Your retirement plan shouldn’t be. What This Means One of the biggest concerns I hear from people approaching retirement is, “What if the market crashes right after I retire?” It’s a fair question because the timing of market declines does matter. If you’re withdrawing money while your investments are
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Find Your Work Optional Number Stop chasing a number. Start building a plan to make work optional. https://www.youtube.com/watch?v=vpk2zdFwdKs&t=128s What This Means Your retirement number isn’t the starting point—it’s the result of a process. Before worrying about account balances, it’s important to understand what your lifestyle costs and how much of that will be covered by
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