Mechanics of a Money Machine
I’m admittedly not much of an inventor. If there’s a need to create something from nothing, there are brighter minds out there than mine. On the other hand, when I can see an idea or an object that already exists, I can usually appreciate its greatness and often even improve upon it. So when I came across this one idea, …
Money, Health, and the Hedonic Treadmill
Much has been written about the real or perceived links between money and happiness. In a nutshell, once basic needs are met, more money doesn’t strongly correlate to more happiness. But what about health? Does having more money equate to improved health and wellness? Again, there can be a link, but it’s not a universal one. What is fascinating about …
2023 Summer Newsletter: Kansas City
No matter what you seek to do in life, there’s likely a path available to you to make it happen. Whether it’s completing a 5K or restoring a classic car, there’s a process that can help you get from here to there. So, with summer upon us, what better time is there to lace up your shoes or begin disassembling …
Join us for a 2-Night Retirement Elevated Academy Class
Retirement Elevated Academy 2-Night Summer Classes We are excited to announce our upcoming Retirement Elevated Academy summer class schedule. We are offering four 2-night dates to choose from to fit your schedule. There is no cost to attend. If you or anyone you know would like to join us, contact us. Tues, Aug. 8th & 15th Thurs, Aug. 10th & …
Briefcase Study: Clutter: When Too Much Is Just Not Enough
Clutter: When Too Much Is Just Not Enough It may be time to declutter. Nobody is forcing you to declutter, but if I were to guess, I bet you’re probably feeling that desire on some level. You may have done some decluttering during the pandemic, but clutter doesn’t rest; it grows and sneaks up on you. Looking back, we spent …
Back to the Basics: Key To Success
Key To Success: Get Organized Financially If you’ve ever witnessed or even participated in a catch-a-pig contest, it can be quite exciting. The chaos of watching – and hearing – little pigs trying to outrun little kids is truly something to behold. The pigs clearly don’t want to be caught while the kids enjoy what seems like an easter egg …
Upcoming Events
Halftime Report Thursday, August 3 Virtual: 12:00 noon – 1:00 pm Fall Festival Thursday, October 19 5:00 pm – 9:00 pm Johnson County Arts & Heritage Center 8788 Metcalf Avenue, Overland Park, KS 66212
Calculate How Much Money You’ll Need to Retire
Planning done well should feel like a state of flow. Money flows in, money flows out; the rate of this flow is determined by your chosen lifestyle. Ideally, your lifestyle conforms naturally to your desires and needs, as they shift with your health and interests. Thus your accumulated assets should provide you with enough income (flow in) to match your …
Are You A Vagabond?
There’s a term being used that began with the millennials: ‘lifestyle design.’ While there’s no single definition, it roughly translates to designing the work-life balance that is ideal for you. By being intentional about making work fit your lifestyle aspirations, and vice-versa, the outcome of lifestyle design is one where there’s a sense of balance achieved. As an example, there’s …
Are You Settling, and What Is It Costing You?
In discussion with retirement planning clients, I’m often reminded that the best outcomes to challenges and opportunities are generally realized after asking the right questions. And since we all only have one shot at living a great life, there’s a fair amount of responsibility I feel in learning how to ask great questions, which hopefully lead to better outcomes. With …
