Retirement

The Future State of Social Security (and What You Can Do About It)

“Social Security won’t be around when I retire.” You’ve probably heard that statement before. You might have been the one saying it. In recent years, news outlets have been warning Americans that Social Security is on life support. Lawmakers in D.C. are talking about making changes to bring it back to life. So what does […]

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Don’t Miss This Retirement Game Changer

Let’s pretend for a minute that you’re in the doctor’s office because you didn’t feel good but couldn’t pinpoint the problem. The doctor looks you over, takes some blood, does some X-rays, and runs some tests. A few days later, you get a call from the nurse to come back to the doctor’s office. He […]

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Why You Need to Invest 15% of Your Income for Retirement

If you’ve been to one of my live events or listened to an interview, you’ve heard me tell people that they need to invest 15% of their gross income to build wealth for retirement. So why is 15% the rule of thumb? Why not more? Or less? There are a couple of reasons. They’re called […]

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What New Research Is Revealing About Retirement

I want to educate, empower and encourage people to enjoy the retirement of their dreams. I want them to develop a plan and put that plan into action. I want people to know where they are and where they want to go. That’s why I’m excited to tell you about the latest research on retirement […]

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What 5 Years of Stupid Cost Me

I once owned an SUV worth $1 million. No, really, I did. I was in my 20s. Young and, well, stupid. I was showing off my success, and my status symbol of choice was a Ford Expedition. Like others my age, I was caught up in keeping up with the Joneses, so I signed on […]

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A Story That Will Motivate You to Plan Ahead for Retirement

His name was Michael. He was one of my clients, and he told me a story I will never forget. Michael got a call from his favorite aunt who needed him to cut her grass. He was more than willing to help; she had always been special to him. She was one of those people […]

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What Your 401(k) Loan Is Really Costing You

There it is. Just sitting there. Tempting you. Taunting you. It would be so nice to have. You could make up for it later. Nobody would need to know. I understand the temptation. I’ve given in to it before and regretted it. So my advice to you is this: No matter what, don’t touch it! […]

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How the R:IQ Can Help You Reach Your Retirement Goals

What is the R:IQ? It stands for Retire Inspired Quotient. It’s a free online tool I’ve developed to help you discover your retirement number. I want you to know in sharp detail how much money you’ll need to live on in retirement so you can work toward that goal. But the R:IQ is not just […]

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6 Cyber Monday Mistakes That Could Hurt Your Retirement

I want you to win in business and in life. That’s why I want to help you avoid any mistakes that set you back in your retirement. Shopping blunders on Cyber Monday can become one of those setbacks. You don’t want to spend months trying to repair the financial damage caused by careless Christmas shopping. […]

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