Today I'll revisit our first 6 months in business, and give you a little bit of insight into what we're working on today.

Recapping our first 6 months in business

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.

Business

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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Recapping our first 6 months in business

Recapping our first 6 months in business