What are you really saving for?

July truly is one of my favorite months. The pace of life slows down just enough that we can step away from the office, escape the everyday routine, and spend meaningful time together as a family. Every year, those trips leave me feeling refreshed, grateful, and emotionally full in a way that's hard to replicate any other time of year.

As I was reflecting on that this year, I realized it's exactly what I hope good financial planning provides for my clients. Money isn't the goal. Freedom is. The freedom to spend your time with the people you love, to create memories you'll carry for the rest of your life, and to focus on what matters most.

Article of Interest

Buying Happiness

For whatever reason, as a society, we've come to think of saving money and giving money away as virtuous, at the same time that we think of spending money as frivolous or irresponsible. Elizabeth George argues that we simply need to learn how to spend money in service of our values and the lifestyle we want. Sounds simple enough! She lays out a few steps for how to do this, and notes it might take some trial and error, but eventually you can learn the true value of spending money!

New Content from Retire to Abundance

The Wealth of "Enough"

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You can always have more. You can always save more. But that doesn't mean you should. How can you tell when enough is.... well.... enough?

Things in the blog:
→ A parable to make you think about what's important
→ Why being productive shouldn't stop when you retire
→ When you can vs. when you should retire
→ A lesson from my vacation on being present to experience life

What I've been up to lately One of the highlights of our year is our family national park trip, and this July didn't disappoint. We added four new parks to our list, bringing our family total to 23. Every trip gives us new adventures, a few stories we'll be telling for years, and another chance to debate where each park belongs in our rankings...this trip did give us a new #1. I'll be sharing our updated list soon. If we're not connected on social media, follow us here, or just reply to this email and I'll gladly send it your way.

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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