Free Resources

Subscribe

Perspective on
Market High Fears

Now that markets have bounced back and the S&P 500 Index has crossed another significant threshold (3,000 points), the financial…

Click Here to Read More
Subscribe

Goal vs. Market Focused

Over the last 30 years, the successful investors I’ve witnessed were relentlessly goal-focused. The unsuccessful ones were anxiously market-focused. There…

Click Here to Read More

Two More Responsibilities to Your Task

While your lifestyle was being supported by the income from the work you do, investing was far simpler, and you…

Click Here to Read More

Protect Your Financial Confidence with Meaningful Specifics

I had a wonderful conversation with a Relaxing Retirement member last week that I’d like to share with you. They…

Click Here to Read More

Should You Pay Off Your Mortgage?

One of the questions I receive all the time, especially from new Relaxing Retirement members, is “should we pay off…

Click Here to Read More

Valid Reasons to Have a Mortgage in Retirement

Before we jump into strategy, I want to take a moment to address the commonly held belief that carrying any…

Click Here to Read More

How Often Do You “Look?”

How often do you “look” at “the market?”  Or, your investment portfolio? Be honest! With technology and the financial media…

Click Here to Read More

Know How Not To Give It All Away In Taxes – Part I

**This is the first of a two-part excerpt from Chapter 6 of THE RELAXING RETIREMENT FORMULA on What You Own,…

Click Here to Read More

Know How Not To Give It All Away In Taxes – Part II

**This is the second of a two-part excerpt from Chapter 6 of THE RELAXING RETIREMENT FORMULA on The Tax Reduction…

Click Here to Read More

Lessons From One of The Lost Boys of Sudan

My family’s time hosting a terrific young man over the last few days through Boston Marathon Monday provided another memorable…

Click Here to Read More

Should You Continue Renting or Buy a Second Home?

There are two times of year when the buy vs. rent a second home question comes up.  The first is…

Click Here to Read More

Financial Confidence

In this episode, we discuss the KEY difference I’ve discovered over the last 30 years of research and hands-on work…

Watch Video

The 5 Big Stumbling Blocks You Hit in Your 60s

In this episode, I reveal the 5 Big Stumbling Blocks You Hit in Your 60s, and how you can avoid…

Watch Video
Subscribe
Subscribe

What to Do To Create Your Ideal Lifestyle!

In this episode, I share a very funny scenario I experience with many new members, and a critically important strategy…

Watch Video

Why You Should Only Work With 1.6% of Financial Advisors

In this episode, we’re going to discuss how you can determine if the advisor you’re working with, or considering working…

Watch Video

Today’s Retirement Predicament

Discover the unique predicament successful savers face when transitioning to retirement today

Watch Video

Do You Have Enough in Your Retirement Bucket?

In this episode, we’re going to cover the very first question everyone I meet wants to know: Do We Have…

Watch Video