Putting the Personal in Personal Finance:

There truly aren't many things in life that should be more customized and personal to you than your retirement plan. While general advice and rules of thumb can be a great launching point for anyone in the planning process, having a plan that fits YOUR needs, wants, and desires can bring you a great deal of peace, confidence, and joy leading up to and in retirement.

If you would like to know what a personal retirement plan might look like for you, reach out. This is the kind of plan I take pride in delivering.

Article of Interest

Retirement Has Changed, How You Plan for it Should Too

Our ideas and expectations of retirement might come from family members, books, movies, or the general colloquialisms we hear every day. But just maybe, our ideas about retirement are wrong.

What if retirement really looked like the freedom to choose fulfilling and meaningful work, build relationships on your own timeline, and have flexibility in how you use your time and talents?

As lifespans expand, and as more people realize what they truly want is freedom and flexibility, not simply the ability to stop working, the way we plan for this “new retirement” has to look different too.

New Content from Retire to Abundance

5 Things You Must Do in the 5 Years Before You Retire

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If you've been around for a while, you've probably heard me say it before. You shouldn't spend more time planning your next vacation than you spend planning your retirement. (And I spend a LOT of time planning my vacations!)

The 5 years leading up to retirement are a gold mine for really nailing down the things that make all the difference in whether your retirement is confident or not. In this blog:
→ Why knowing your numbers takes at least a year
→ How consolidating might make your numbers look different
→ Planning and preparing for the social-emotional changes of retirement
→ Why a written and protected plan is a must

Recent Media Mentions

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

Millionaires Make These 4 Investing Mistakes Too - Here's What to Learn From Them | MSN

Free Checklist This free checklist delivers confidence and clarity to one of the most complex and important financial decisions of your life. All in a handy, printable checklist. Download it here

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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. Media appearances may include commentary facilitated through a paid third-party service that connects subject-matter experts with journalists. The firm does not pay journalists or media outlets for coverage or placement. No endorsements implied.

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