Tag: retirement

Life Literacy In The New Normal.  How Do You Rank Yourself?

Life Literacy In The New Normal. How Do You Rank Yourself?

My new book, How Do I Get There From Here?  is due out in August from the American Management Association (AMACOM, publisher).  In it I cite Financial Literacy and the importance of being able to work with a great financial advisor, as key competencies in the New Normal. I recently attended a Financial Literacy Day conference arranged and sponsored by the…

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IS THE NEW NORMAL OVER? 

….it depends on how you define The New Normal and what your discontinuous future holds in store for you. “The road that we’ve been on for such a long time, the so-called ‘new normal,’ is coming to an end, because it’s being eaten up by its own contradictions,” said Mohamed El-Erian, during an interview on Bloomberg TV.  Mr. El-Erian is…

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Net Worth vs Self Worth – Guest Blog by John Trauth

Net Worth vs Self Worth – Guest Blog by John Trauth

This week we have a guest blog from my friend, colleague and author of “Your Retirement, Your Way”, John Trauth Net Worth vs Self Worth: Anxieties in Spending Your Retirement Paycheck Congratulations!  You saved diligently for your retirement for the last umpteen years.  Whereas there were ups and downs in the markets and also in your investments, overall your money grew…

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You’re A Failure If You Aren’t Doing What You Absolutely Love. Or Are You?

Author Brianna West recently wrote in Medium Daily Digest “We’re doing people an incredible disservice by telling them they should seek, and pursue, what they love. People usually can’t differentiate between what they really love and what they love “the idea of”. In doing so, she reminded me of the diversity of purposes for work among my clients and the courage…

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HOW MUCH IS ENOUGH LIFE PLANNING? 8 QUESTIONS TO FIND OUT

HOW MUCH IS ENOUGH LIFE PLANNING? 8 QUESTIONS TO FIND OUT

Two Personal Consulting clients of mine – let’s call them Rene and Phil – are both in their late fifties. They are working with me to do their joint 18-month immediate life plan and their 18 to 48-month mid-range life plan. In their 30 years of marriage they have never had so many exciting aspirations or such concern for the…

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