Back to the Basics: New Year Reflection

New Year Reflection: The Mexican Fisherman and the American Businessman

As we embark on another year, it’s natural to think about our goals and ambitions—working harder, saving more, and striving for greater ‘success’.

But amidst this drive, it’s worth pausing to reflect on what we truly want out of life. One story that captures this sentiment beautifully is the parable of the Mexican fisherman and the American businessman.

The story goes like this: A successful American businessman visits a small coastal village in Mexico. He sees a fisherman bringing in a modest catch and asks why he doesn’t fish longer to catch more. The fisherman explains that he catches just enough to support his family and enjoys the rest of his day playing with his children, napping, and spending time with friends.

The businessman suggests that if the fisherman worked harder, he could buy more boats, expand his business, and make millions. The fisherman asks, “Then what?” The businessman replies, “Then you could retire, move to a small coastal village, fish when you want, spend time with your family, and relax.”

Isn’t this a great parable?

Not only does it speak volumes about the American entrepreneurial spirit, but it points out what many of us are susceptible to missing while we’re busy, busy, busy. We’re working so hard to climb a mountain only to discover later that we’ve climbed the wrong mountain.

This story isn’t about avoiding hard work; it’s about clarity. It reminds us that wealth and success are not ends in themselves but tools to achieve a fulfilling life. As we set our goals for the year ahead, let’s ensure they align with what truly matters—our time, relationships, and the joy of simple moments.

At Elevated Retirement Group, we help our clients align their financial plans with their personal values, ensuring their hard-earned wealth supports the life they’ve always envisioned. As we step into 2025, ask yourself: Are your goals leading you toward your version of a happy, fulfilling life? If not, it might be time to adjust your course.

Here’s to a year of meaningful growth and purpose.