Let Freedom Ring!


July

The Retire to Abundance Newsletter

Let Freedom Ring!

After a wonderful week with some time off celebrating our country's independence, we are back at it here in the QED office. I can't let an Independence Day pass without contemplating the meaning of true freedom for a bit. For me, true freedom lies within; having the discipline to act as I ought, no matter the circumstances. Whether with your finances or with your life we are committed to helping you live a more authentically free life, particularly in the area of finances.

Article of Interest

The Sweet Spot Principle

Not too much, not too little. This Aristotilian principle has been around for millenia and is still applicable on a daily basis...particularly in your finances.

There's a lot of things in life and in finance where it's best to be right in the middle. You always hear don't spend too much...but also don't spend too little. You hear don't take too much risk...but also don't take too little. You hear don't save too little...but also don't save too much. This article will challenge you to think through your own finances to evaluate where you are on that spectrum.

Finding that ever-elusive middle ground is difficult for all of us. In the finance world, I'm lucky enough to have had an inside view of hundreds, if not thousands, of people's finances over the past decade. That makes it a little easier to find the sweet spot for my own finances, but also to advise on it for my clients.

New Content From Retire to Abundance

The Financial Case for Stay-at-Home Moms


Indeed, this blog is a little "off topic" for me considering my retirement expertise, however, in many ways I wrote this blog to my younger self. Often, I see young couples struggling with the financial impact of choosing to have a spouse stay at home. Here I lay out a case for why that choice may not be as financially impactful as you might think.

Also included, and maybe more relevant to any empty nesters, is a series of steps I suggest taking before making any large financial decision (think retirement or big job change):

  1. Track expenses
  2. Detail income and the impact of pending changes
  3. Determine what will change and what can be possible
  4. Build up your emergency fund to 6 months expenses
  5. Consider proper insurances: health, life, disability, etc.
  6. Discuss changes with your employer
  7. Give it a test drive

Recent Media Mentions

I routinely get inquiries from reporters needing expert personal finance opinions. Here's a few articles I've been quoted in recently:

Free Resource

Communicating your legacy plan to those you love may be the single greatest gift you can give to them. This six-page guide will step you through the process.

I love hearing from you! Please hit reply with any questions, comments, or feedback. I personally read and respond to every message. And if you know someone who would benefit from this newsletter, please consider forwarding it to them.

Was this email forwarded to you? Sign up for our monthly newsletter to get your own.

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.

350 N Main, Kingman, KS 67068
Unsubscribe · Preferences

The Retire to Abundance Newsletter

The monthly newsletter focused on educating you about how to create the retirement of your dreams. By working to build wealth now, while also living your best life along the way, I help you plan for a truly abundant retirement.

Read more from The Retire to Abundance Newsletter
group of shoes

March The Retire to Abundance Newsletter Is the other shoe about to drop? A quick look through my writings over the years makes one thing clear—at some point every year, I’m talking about volatility. When markets are up: “Uh oh, they must be heading down.” When markets are down: “Maybe we’re headed for a recession.” Each market cycle has its own twists, but ultimately, there’s nothing new about any of this. Inevitably, something will come along that scares investors, markets will drop, and...

Stack of envelopes tied in red ribon

February The Retire to Abundance Newsletter Love and Money: Love and money may seem like an unusual pairing, but for many of us, they’re deeply connected—not in a cringy “I love money” kind of way, but in how we use it to care for those who matter most. I define love as desiring what is best for the beloved. With that in mind, getting your financial house in order and creating a solid financial plan can be one of the most loving things you ever do. While Hallmark probably won’t be making a...

image of frying pan with two fried eggs

January The Retire to Abundance Newsletter 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...