A wonderful blessing and a curse of marriage is the joining together of two very different people. While their values are likely the same, the challenges of living life together …
The Logic And Emotion Of DOW 20,000
As I write this, the Dow Jones Industrial Average (“the DOW”) is on the brink of breaking through 20,000. This has never been done, and feels like a meaningful milestone. …
Old Music Is Better Than New Music
Everybody knows that old music is far better than new music. In fact, can you even call this new stuff music at all? It’s just noise. Said every generation ever. …
“What happens when my spouse dies”
In a recent meeting, I was asked, “What happens, financially, when one of us dies?” It’s a topic we don’t discuss all that often, given that all of us will …
Times Like These: Why Clear Financial Objectives Are So Important
When I first began doing this work, a bit more than 15 years ago, I’d managed to arrange meetings with a number of very serious athletic coaches (one of whom …
What Is The ‘Fourth Dimension?
What’s in a name, really? Your name certainly means something to you, and to the people or person who named you. For example, my name, Adam, has a few meanings: …
10 Ways To Improve Your Family’s Future, Starting With You
I rarely, if ever, play re-runs of my writing. TV shows often do it, and so do radio programs. I’ve chosen to create new content each week, until today. You …
2 Ways To Estimate Retirement Expenses; One Fast, One Slow
Retirement Planning done well should feel like a state of flow. Money flows in, money flows out; the rate of this flow is determined by your chosen lifestyle. Ideally, your …
The Pension Lump Sum Decision We All Must Make
A trend over the past few years has been for companies to offer their more seasoned employees, who are part of a traditional pension plan, to accept a lump sum …
A Single Pill For a Successful Retirement?
Dave and I recently attended the Global Leadership Summit, a two-day intensive deep-dive into all things leadership, simulcast all over the world. There were many big ideas, game-changing revelations, and …