Fry the Egg:

Imagine this: You’ve decided to master frying an egg. You read books, watch videos, and learn all the theories about the perfect technique. But when you finally crack that egg, the yolk breaks, the edges stick, and you realize no amount of preparation could replace the experience of actually doing it.

Planning for retirement works the same way. You can research strategies, calculate numbers, and envision your perfect future, but until you take that first step—cracking the egg, so to speak—you won’t know what truly works for you.

So, here’s the call to action: Crack the egg. Take the first step. Schedule a meeting to discuss your retirement goals and start putting your plans into action. Together, we’ll refine the process, adjust as needed, and make sure you’re set up for success in your retirement years.

Article of Interest

Pick Your Peril

In life, and in finances, "every choice we make comes with a tradeoff. If we seek to fend off one risk, we often open ourselves up to other dangers." It turns out we most often make choices based on what our biggest fear is: for example, dying young vs. living long, enjoying today vs. preparing for tomorrow. This thought-provoking article will have you questioning what unrealized fears might be driving your own choices in finance and in life.

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New Content From Retire to Abundance

2024 Wrapped

I took some time over the holidays to think about my past year in terms of business and family life. It was an interesting thought experiment since I just passed two years of owning QED. I was able to compare to my initial thoughts on why I wanted to make this jump in the first place.

Things in the blog:
→ Growth of my business in the last year
→ Gaining broader national media recognition and trust
→ Some big things my team has coming down the pipeline this year
→ Family adventures and why I'm truly so thankful to have my own firm

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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 that may be helpful to you. You can check out the rest on my media page.

MSN | 4 Investing Mistake my Millionaire Clients Regret Making

GOBankingRates | 3 Things Retirees Must Do Before Taking Their First Retirement Account Withdrawal

GOBankingRates | 5 Steps To Take If You Regret Moving for Retirement

Have More Questions Get your all your retirement questions answered in person with a 30-minute 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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