Craving Normalcy:

Every year when school gets going again, I realize how much I miss having some routine. We all do better when life has a little structure, and the same goes for our finances. This time of year, as things slow down from the summer rush, is a great chance to take a step back and see what adjustments might help. Maybe it’s increasing retirement contributions, making sure your withdrawal plan is still on track, or even thinking through a bigger transition like retirement or starting a side business. Whatever it is, carving out time now to check in on can go a long way toward making your life even more fulfilling down the road.

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Article of Interest

7 Sketches That Shifted How I See My Work, Myself, and My Money

This article is part 1 in a series that promises to challenge how you think about life and money. The author asks you to take a look at how someone's work and money tends to define them, especially in our productive-centric US culture. The sketch from Carl Richards, a well know financial author and creator of thought-provoking sketches, is simple but profound. And maybe the next time you meet someone new, rather than asking what they do for work, you might consider asking what they would want to do if money didn't matter.

(You can also read Part 2 of this series here.)

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New Content from Retire to Abundance

What I Wish Every Retiree Knew (Before They Retired)

Imagine this...You're 5 years away from retirement and starting to get serious about planning but wonder if you're missing something. If only you could time travel into the future to learn what you should know ahead of time. Well, now you can...sort of.

In this blog I condense years of helping people transition into retirement and tell you what you should know. Things like:
→ How to retire to something, not from it
→ The big tax opportunity you have in your first years of retirement
→ That you may be able to retire sooner than you think
→ That you decision to pick a date will just be the first of many

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Recent Media Mentions

I routinely get inquiries from reporters needing expert personal finance opinions. Here's just a few articles I've been quoted in recently. You can check out the rest on my media page.

MSN & Business Insider | Here's What the Pros Say About Starting Your Investing Journey

Business Insider | How to Split Your Money Between Single Stocks and ETFs (Paywall)

Have More Questions? Get your all your retirement questions answered face-to-face with a 30-minute online meeting. I want a Free Retirement Plan Review

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The Retire to Abundance Newsletter is for education and entertainment purposes only. Nothing should be construed as investment, tax, or legal advice. Links to third party websites may contain content that is not approved by QED Wealth Solutions. QED Wealth Solutions, LLC is a registered investment adviser offering advisory services in the States of Kansas and Texas and in other jurisdictions where exempt from registration.

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