Treat Yourself like Someone you are Responsible for Helping


November

The Retire to Abundance Newsletter

How to Treat Yourself:

Every year about this time, I notice a familiar pattern. November shows up, the calendar fills itself, and suddenly the things we meant to get done “sometime this fall” are quietly sitting in the corner hoping we forgot about them. If you’re anything like me, you probably have a running list of “I’ll get to that later” items that somehow survived all the way to Thanksgiving.

This has me thinking of one of Jordan Peterson’s 12 Rules for Life, “Treat yourself like someone you are responsible for helping.” There’s something to that. We owe it to ourselves to take the actions that future us would be grateful for. And as we slide into the final stretch of the year, those small decisions we’ve been putting off are exactly the ones that tend to make the biggest difference. Do something today that future you will thank you for!

Article of Interest

Year-End Financial Checklist

What kind of things are the most important to look at during your end of year financial review? This article gives you a nice little checklist covering items to consider within investment planning, retirement planning, and charitable giving. Personally, I usually suggest taking the month of November to evaluate your year-end financial needs, but this author recommends October. Either way, you want to get ahead of many of these decisions before it's too late. As the author says, "The sooner you figure out where you're at, the sooner you can jump on making changes without stressing later." Often just making a decision, whether it's the perfect one or not, brings a tremendous amount of peace.

New Content from Retire to Abundance

Financial Procrastination: Tips to Help You Break Free

Most of us are not immune to procrastination, myself included! In fact, I almost wasn't allowed to do my student teaching because I procrastinated my essay papers too long. Thankfully modern technology has given us many tools to overcome procrastination.

Things in the blog:
→ Automating your way to becoming a millionaire
→ How deadlines and someone to hold you to them provide structure to tough decisions
→ The financial areas I see procrastination in the most
→ Ways a financial advisor can help break your financial procrastination habit

Recent Media Mentions

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

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. Future you will thank you!

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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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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.

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