On the starting blocks of the entrepreneurial journey, learn my backstory, why we're here, and what I hope we'll accomplish together moving forward.

Ep 1 - Welcome to the journey

Welcome to The Shift! If you find yourself looking to retire in the next 5 years or less, this podcast is for you.

Fifteen years working in the financial services world has offered some interesting, and invaluable insights into the world of personal finance and retirement planning, and the key decision points that separate success from failure as you make that critical transition from your working years to retirement.

Join along and ensure you're ability to retire with a greater sense of security, purpose, happiness, and fulfillment.

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Welcome to The Shift! If you find yourself looking to retire in the next 5 years or less, this podcast is for you. Fifteen years working in the financial services world has offered some interesting, and invaluable insights into the world of personal finance and retirement planning, and the key decision points that separate success from failure as you make that critical transition from your working years to retirement. Join along and ensure you're ability to retire with a greater sense of security, purpose, happiness, and fulfillment.

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Ep 1 - Welcome to the journey

Ep 1 - Welcome to the journey