What Is Your Enough Number?
What Is Your Enough Number? This week I’ll share with you a very simple idea that may change your life. Yes, I said it may change your life. I don’t say that often, but I think it fits here. The concept is called the ‘EIEN’ and it can transform your thinking from one of scarcity to abundance almost overnight. Let …
The Curse of Knowledge
Over the years, I’ve taught hundreds of hours of classes on financial retirement. The class I teach is called Retirement Elevated and we created it help aspiring retirees better prepare for the challenges and opportunities of retirement. In fact, advisors all over the country now teach these classes at colleges and universities; the impact has been tremendous. Attendees sign up …
Team Spotlight: Kathleen Sherman
Kathleen Sherman Elevated Retirement Group Event Coordinator 3 years, 7 months WHAT I LOVE ABOUT MY JOB: I love my opportunities to help grow ERG through partnering well matched pre-retirees with Scott and his advisors, as well as, developing relationships with major corporations locally and nationally in helping them provide financial literacy to their employees through education and retirement planning. …
Back to the Basics: Return Policy
As more and more shopping moves from brick-and-mortar stores to the internet, the risk of getting it wrong escalates. A pair of pants bought from a website, without trying them on first, is something that would have seemed insane 25 years ago. Will they even fit? I recall the back-to-school ritual of trying on jeans while seeking Mom’s approval (since …
Briefcase Study: Now That I’m Retired
“Now That I’m Retired, I Wonder How I Got Anything Done When I Was Working!” “How’s retirement treating you?” – I asked. “I’m failing miserably at it. I’m so busy now that I wonder how I got anything done when I was working. “ If I had a dollar for each time I’ve heard something to this effect, I’d be …
70/100 Retirement Vision
I don’t know what a perfect life looks like or a perfect retirement plan either. What I can say is that it would be really fun to plan a life that was built upon a 70/100 model (I just made that up, it’s not a thing). That is, a person would enjoy their work enough to retire from it at …
Briefcase Study: House Fever
Home is where the heart is. There’s no place like home. When the house is a rockin’ don’t bother knockin’. There’s no questioning the fact that a home is a critical piece of our lifestyle and identify. Where we live has a lot to do with whom we associate and spend time as well as how we perceive our standing …
Team Spotlight: Jacque Hayes
Fun Facts About Jacque Where were you born? Kansas City Mo. What’s your biggest pet peeve? People licking their fingers and touching something before handing it to you. Favorite vacation spot? Toss up between Mexico for relaxation and Disney for family fun! What was the first concert you attended? Lyte Funkie Ones (LFO) Cats or Dogs? Dogs My favorite candy …
Back to the Basics: The Choice Challenge In Retirement
The Choice Challenge In Retirement If you were to ask me what is my very favorite thing, I think I’d say it’s choice. I suppose it’s like declaring that freedom is good. The very ability to make choices with our time, money, relationships, careers…these all make life so much richer than the alternative, having few choices. An uncluttered view of …
Is It Possible To Over-Save For Retirement?
There are countless studies that reveal how underprepared baby boomers are for retirement. As a group, it’s said that boomers are doomed to poverty lifestyles during retirement, that is, if they can ever retire at all. Sobering, indeed. While I can’t comment on all people approaching retirement, I often consider how much saving is “too much.” So I ask you: …
