How to Find Your Core Pursuits
Whether meeting with clients in person or answering listener questions on the radio and podcast, I tell folks to find their purpose through core pursuits. What exactly are core pursuits? I like to refer to them as “hobbies on steroids.” Following the steps to build a solid financial foundation is critical to finding happiness in […]
What’s Your Retirement Style?
As a financial advisor, radio host, and podcast host, I spend most of my time trying to help people retire happier and avoid the pitfalls of becoming the unhappiest retirees on the block (UROBs). If you’ve ever felt overwhelmed by the monumental task of searching for the right plan, you can take a deep sigh […]
Capital’s Favorite Holiday Recipes To Fill Your Table
The lights are up, the ornaments are hung, and although Home Depot has displayed Christmas decorations since well before Halloween, the official holiday season is finally upon us. Assuming the Thanksgiving feast has had time to digest, we wanted to help you gear up for some delicious yuletide gluttony, so we’ve asked our team to […]
Demographics Can Help Shape Your Retirement Destiny
With such a challenging year in the market, I relish every opportunity to report good news — the world economy continues to grow at an astounding rate. The global population is nearly eight billion people and rising. We’ll come back to that number in a minute. Any isolationists out there might want to put politics […]
7 Questions To Ask Retirees
I recently came across an article by Mark Patterson in U.S. News & World Report that caught my eye. The author of The Failsafe Retirement System had just returned from an AARP convention and was bursting with valuable intel about the methods and practices of the happy retirees he met. He crafted his findings into […]
1 Trick To Change Your Relationship With Money From My Interview With Ken Honda
As host of the Retire Sooner podcast and Money Matters radio show, I’ve interviewed many impressive guests. Talented experts from a wide range of fields have graciously shared their wisdom with my listeners and me. To say that I’m grateful for the opportunity to meet some of the best and brightest is an understatement. And […]
Five Money Habits of Happy Retirees
Extensive research and tireless surveys of thousands of happy retirees have convinced me that several different tiers of preparation are required to find happiness in retirement. I’ve taken all this research and narrowed it down to ten core categories and thirty habits of the Happiest Retirees on the Block (HROBs). Nurturing healthy habits about curiosity, […]
Client Spotlight: Hidden WWII Letters Help This Retiree Discover More About His Family
When finding happiness in retirement, our clients take many different paths. From time to time, we like to shine a light on the road a particular person has traveled. We’ve covered a lot of territory, but today’s spotlight illuminates more hallowed ground.
The DOW Jones And S&P 500 Explained
Stock reports invade your daily news cycle. For radio listeners, it’s a rapid-fire attack on the “fives” along with weather and traffic. As the long-time host of Money Matters on WSB radio in Atlanta, I’ve heard enough stock reports to fill a book. In fact, I’ve written two. Despite the barrage of information about […]
How To Protect Your Money In Retirement
A happy retirement requires diligence and consistency in several categories. If you’ve read either of my books, You Can Retire Sooner Than You Think or What the Happiest Retirees Know, you know how well-rounded the happiest retirees are. While I take great pains to point out that a happy retirement is about more than just […]
