This week’s episode is a little different—but no less important. Instead of focusing on markets or strategy, David invites listeners to step back and ask some deeper, more personal questions.

Have you ever reached a milestone and thought, “Now what?” Whether you’re newly retired, mid-career, or just starting out, there comes a time when we all wonder if the life we’ve built truly reflects what matters most to us.

David explores the power of intentional reflection, why clarity doesn’t come from constant motion, and how to begin shaping your next chapter—whatever that may look like. He also shares a few simple but powerful questions to help guide that process.

Because retirement isn’t just about assets and income.

It’s about creating a life that feels meaningful.

Key Themes:

– Feeling stuck, even when things are “going well”

– The importance of reflection and clarity

– How to imagine and plan your next life chapter with intention

– Why financial planning should support who you want to become

As always—stay the course.