The Numbers of Life:

School’s almost out, and like many families, we’re getting ready to shift into summer mode. Around our house, that means a full calendar of ball games, road trips, and time with extended family. It’s a busy season—but also one filled with the things that matter most. In a lot of ways, it’s not all that different from retirement. When the structure of the workweek fades, it opens the door to more travel, more time with family, and more room for the things you've always wanted to do. But to enjoy that freedom, you need to be intentional with how you spend both your time and your money. And that’s where a good spending plan comes in. While some people worry about spending too much in retirement, I often end up encouraging my clients to spend more. Flipping that switch can be tough, but having a plan in place makes all the difference. The numbers should be at the service of your life, not the other way around.

Article of Interest

Ratios That Matter

As a self-proclaimed math geek, maybe I just love to think of life in terms of ratios, but I think this article has some really great things for you to think about. For example, what's the ratio of work that you love/work that you hate? What about the time you spend? How much is on meaningful activity vs. meaningless activity? If you really tracked, that ratio may be scarry (speaking for myself here). What are your expectations for your life, whether you are retired or working toward that goal? This article is certainly worth the quick 5-minute read. It definitely got me thinking.

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New Content from Retire to Abundance

The Simple Retirement Formula You've Been Searching For

Simple is great, but it's not always easy. In this blog I share a simple retirement formula that anyone can use to help create their plan:

Income > Expenses = Freedom.

Though it seems obvious, creating a plan that accounts for everything can seem overwhelming.

Things in the blog:
→ Calculating your retirement income and expenses
→ Creating income from your assets
→ Tax-forward thinking to reduce Uncle Sam's portion
→ Planning for the unknown

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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.

Kiplinger | Should You Donate Money to Social Security?

Business Insider | 5 Ways Financial Advisors Are Guiding Investors Through Hellish Week (paywall)

Have More Questions? Get your all your retirement questions answered in person with a 30-minute Retirement Plan Review. 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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