Everyone has a life strategy – even if it’s doing nothing. But do you have a life and retirement strategy that lights you up, excites you, and that you feel really good about? In this episode, Beau and I discuss why we think designing a life strategy is so important, and how you can go about designing yours. DISCUSSION TOPICS Why two most valuable assets for retirement. The most valuable “currencies” that we should be spending in retirement. How to design your life strategy. www.richlifeadvisors.com/retirement-resource-podcast/Read More
If you want something from someone else, or more importantly, from yourself, then you have to actually ask for it. Otherwise you can’t move forward. What would it be like for you to ask someone significant in your life exactly what you want from them? Spouse, partner, parent, child, client, prospect, friend, neighbor. Ask them! And when you ask them, is it to persuade them, or to serve them? Come and listen to the different perspectives on this simple and brilliant axiom inspired from the mouth of a five year old. In the end, it’s about giving yourself permission…Read More
In this episode, we get curious about what magic you’re sitting on. The world deserves more of you! What are you willing to do to move past your fears and get out there and share your magic? What are you willing to say yes to? (And what are you willing to say NO to?) And, whatever you’re good at, get out there and do it three times today. Come join us and find your special take away that will help you get out there. The world is waiting and everybody is looking for more of you, the true, authentic YOU.…Read More
In this episode, Beau and I talk about the importance of building a Retirement Dream Team. You deserve a team that supports you and your definition of a RichLife retirement, which may include financial planners, lawyers, accountants, personal trainers, or even life coaches. We’re moving from the old passive model of retirement planning (which needs to change) to a very proactive model that puts you at the steering wheel of your life. DISCUSSION TOPICS The ONE thing you need to do when building a team: establishing a foundation of trust. How you can tell if a service professional is receptive…Read More
While riding in a Lyft on my return from a two-day client engagement, my driver, who was a bit of an extrovert, shared a recap of a very recent trip to the hospital due to an injury. Though it was late, in light of my 2018 intention to listen and be curious, I began to engage and share healthcare perspectives. When he talked about how it can be hard to say no to a doctor, it was time to land a powerful question: “What makes it so hard to say no?” He was very clear in his response: “He’s a…Read More
In this episode, we discuss how to quiet the mental chatter in your mind that can keep you from taking the action steps you need to move forward and to move into ease and flow. What are the practical strategies that you can use to decipher what’s coming from your true self versus what may be coming from the voice in your mind we call the gremlin or the saboteur? Choose to ditch the struggle and the back and forth debate in your mind over even the simplest of decisions. Decide to trust yourself. Take a moment today, using these…Read More
In this episode, Joe and Beau discuss the seven best retirement resolutions for 2018. The New Retirement is about living a life that lights you up, and a big part of that is continuing to grow as a person (as opposed to waiting, reacting, and stagnating). By committing to these resolutions, we believe that you’ll not only grow, but also find more fulfillment and have more fun along the journey. www.richlifeadvisors.com/retirement-resource-podcast/Read More
In this episode, Joe joins Beau to go over the concepts and vocabulary that you need to know when planning for a successful retirement, and that we will use in this show going forward. The foundational language of coaching and finance is introduced as it applies to a successful retirement. www.richlifeadvisors.com/retirement-resource-podcast/Read More
In our first episode, we are excited to introduce our concept of bringing adults back to the simplicity of life from the voice of a child via a conversation about everyday life, intention setting and coaching. What would it be like if were more intentional about your life? What simple truths have you forgotten? What does it take to make your daily present self wonderful? We, as human beings, either live in a past that is no longer ours or spend time trying to predict a future that may or may not ever happen. Let’s change the way we play…Read More
I have to admit the inspiration behind my kickoff blog is from a tried and true source: my dog. You see, my dog, Walter, is a “found dog.” He’s a mini Wild Boar Dachshund with two ears the size of those old, first-generation satellite dishes that could pick up Hungarian soccer and Indian parliament at 3AM. Needless backstory: he was found under a guardrail one day six years ago in my neighborhood. I am fascinated by him though. He’s always listening (and watching the ground for dropped goodies) and listening and listening. Sometimes for survival, sometimes to understand or acknowledge…Read More
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