Set Your Financial Redlines
I learned the power of a flashing red light one night when I was flying home. My company had chartered a small prop plane for several executives and me. With …
Retirement
The retirement Secret Sauce
Let me say something radical about how to have a successful retirement. I’ve read a lot of retirement books touting the “keys to a successful retirement.” Some have great ideas. …
Smart Money with Purpose: Retiree Interview Number 1
I really enjoy reading C. S. Lewis’s insights on true friendship. He focuses on a true friendship being based on a central question: “Do you see the same truth?” For …
Smart Money with Purpose: Retiree Interview Number 1 Read More »
When Retirement fails
I opened up my Wall Street Journal a few years ago and was startled to see a friend of mine pictured sitting on a Harley Davidson. The story was on …
Real estate gone wild
There is something very emotional about how we think about the value of our own home compared to other investments. Conversations like the one my wife and I had a …
Running and the art of investing
When I think about investment advisors selling high fee products it brings to mind the story of two politicians who were shouting at each other. One of them stands up …
Don’t Forget these critical retirement risks
Research shows retirees misjudge the risks in retirement. Here are the facts and how to deal with them for a successful retirement.
The Great transition: From creating wealth to preserving it
Have you ever noticed that the skills and actions that can get you to a place where you can retire from full time paid employment are quite different from the …
The Great transition: From creating wealth to preserving it Read More »
How to Escape Soul crushing work before 65
Joe Dominguez didn’t let the pursuit of money dominate his life. In fact, when a teacher in middle school asked his class to write an essay on what they wanted …
six Strategies to Manage Money, Fear and Greed
This has been an interesting week. As I write this post on Thursday the stock markets are melting down. The Dow Jones Industrial Average is down over 1,000 points and …