Employers always say “we value experience.” But as soon as they see gray hair and wrinkles, they want someone with “a bit more runway.” 

If you’re in your 60’s or above, the odds of landing a great job are against you. 

Your safest choice is to stay with your original company. But it’s good to have a back up plan, as today’s guest found out first hand. 

At 65+ years old, Steve Manuel’s decades of experience in the finance industry turned into 2 years of joblessness. Now he’s getting paid for his experience, and he’s here to show you how to do the same. 

In this episode, you’ll discover how over-65’s can land “mentorship” roles and stay in the workforce (even if it feels impossible to land a job now). 

Listen now. 

Show Highlights Include:

• An annual Christian habit for helping your children understand money (6:03) 
• How to identify a trustworthy financial planner by looking at their pricing structure (10:22) 
• The “just tell me what to do” principle for finding a high-ROI financial planner by trusting your gut (14:01)
• How a deep relationship with Christ helps you find your dream job (even when the odds are stacked against you) (16:52) 

Disclosure: 

"Clicking the Like button does not constitute a testimonial for, recommendation or endorsement of our advisory firm, any associated person, or our services. Clicking the Like button is merely a mechanism to circulate our social media page. “Like” is not meant in the traditional sense. In addition, postings must refrain from recommending us or providing testimonials for our firm."

When most of us imagine retirement, we conjure dreams of freedom, wealth and travel. 

So why is it that so many retirees throw away their golden years by isolating themselves from the community, watching the News, and tending to their flower beds? 

Lack of preparation. 

Today’s guest, retired teacher and coach Rick Smith, shows you how you can travel more in the first 4 months of retirement than in the rest of your life combined. 

In this episode, you’ll discover how to retire on a high note and enjoy the freedom, wealth and travel you deserve. 

Listen now. 

Show Highlights Include:

• Why ditching the “Coffee Can” mentality helps you avoid regret when you retire (13:54) 
• 2 retirement “side jobs” to keep you engaged in the community (and pay for your next vacation) (15:43) 
• The “Fox News and Flower Beds” trap that turns retirement from an exciting journey into a dull existence (17:09)
• How to retire with a hefty nest egg (even if you don’t know how to invest your money) (17:30) 

Disclosure: 

"Clicking the Like button does not constitute a testimonial for, recommendation or endorsement of our advisory firm, any associated person, or our services. Clicking the Like button is merely a mechanism to circulate our social media page. “Like” is not meant in the traditional sense. In addition, postings must refrain from recommending us or providing testimonials for our firm."

You’ve been blessed with skills over the course of your career. But what are you going to do when you retire? 

Wasting your God-given skills is a sure road to depression. That’s why we need an outlet, even after we retire. 

Today’s guest, former professor Dave Schlueter, shows you how to put your career-earned skills to good use after retirement. 

In this episode, you’ll discover how you can continue making the world a better place through your skills (even after retirement).

Listen now. 

Show Highlights Include:

• Why giving children an allowance helps them develop strong Christian values (7:37) 
• The “phased retirement” method for easing into retirement (without sacrificing your pension for years) (13:04)
• How to prevent your God-given skills from going to waste in retirement (16:06) 
• Why your spouse is anxious about your retirement (and how to calm them by understanding “the financial gland”) (17:17)

Disclosure: 

"Clicking the Like button does not constitute a testimonial for, recommendation or endorsement of our advisory firm, any associated person, or our services. Clicking the Like button is merely a mechanism to circulate our social media page. “Like” is not meant in the traditional sense. In addition, postings must refrain from recommending us or providing testimonials for our firm."

Your business could make all the money in the world. But will it buy you happiness? A family who loves you? Connection with God?

Sometimes, your business gets in the way of what really matters. 

And when you pivot careers, suddenly life changes: relationships become deeper, you become closer to the Lord, and you feel overwhelmed with content. 

Today’s guest, Bill Loveless, had a thriving construction business. But at 48 he threw it all away after a call from God. Now he helps Texans achieve peace through Christ. 

In this episode, you’ll discover how listening to the Lord’s call makes room for peace,relationships, and happiness. 

Listen now. 

Show Highlights Include:

• Why woodwork gives your computer-obsessed grandchildren a sense of purpose (5:15) 
• How the Lord heals your childhood traumas (even if He never speaks to you directly) (11:42) 
• Why deepening your relationship with Christ makes you peaceful (even when fear storms the media) (17:31)
• The 2000 year old, drug-free anxiety cure that’s more potent than CBD or Valium (19:05)

In the 21st century, we’re more mobile than ever. Youths from some towns flock towards opportunity, leaving their home economy to dry up. While other towns get a massive influx of outsiders - killing the culture. 

But some lucky cities like San Antonio get the best of both worlds: a healthy economy (without losing its identity). 

Today’s guest is Ed Arnold, editor of the San Antonio Business Journal. 

In today’s episode, you’ll get a rundown of why San Antonio is one of the best economies to live in right now. You’ll also find out how to keep up to date on all things San Antonio business. 

Listen now. 

Show Highlights Include:

• Why scheduling “face to face Mondays” makes your team more efficient (even if everybody works from home) (6:09)
• A critical resource that helps your business grow (and avoid threats) in the San Antonio region (7:17) 
• The easy way to discover new business opportunities in town that can boost your bottom line(8:00) 
• Why more Texans are flocking to San Antonio than any other city (and what that means for your local culture) (13:37)

There’s no question - retirement frees up a lot of time to spend on your family and hobbies. But after years of building a company, your business becomes part of your identity. 

Whether you realize it or not, many business owners tie their self-worth to their business. And exiting your business young can set you up for years of uncertainty, isolation… and even depression. 

Unless you plan ahead. 

Today’s guest Brian Booker built Explore USA RV into a Texas wide chain. Despite identity struggles after a sudden sale of the business, he’s thriving in retirement. 

In this episode you’ll discover how to pivot into retirement without losing your identity along the way. 

Listen now. 

Show Highlights Include:

• The old-school “envelope” system which helps you stay on top of finances (even in the 21st century) (3:00) 
• How a family trip across the US could build you a state-wide empire by retirement (5:24) 
• The recruiting secret that lets you profit in any market (whether you sell RVs or snow cones) (6:55) 
• Why business owners have an “identity crisis” after retirement (and how to prevent it happening to you) (7:51)

Working in the same profession for years grows dull. Every day feels like you’re stuck in Groundhog Day. And sometimes, that lack of passion bleeds over into your relationships. That’s when you know it’s time for a shakeup - it’s time to retire or pivot into a new career. 

And if you’re going to pivot into a new career, you may as well follow your passion! 

Today’s guest Linda was born with a passion for making connections. Though the job description never existed before, she became a professional “connector”, linking people in her network for a fee. 

In this episode, you’ll discover how following your passion can give new life to your career, so you can retire on a high note. 

Listen now!

Show Highlights Include:

• Why nasty health scares pave the way to entrepreneurial freedom (7:16) 
• The “prove it” strategy that turns your children into financially secure adults (9:37) 
• Why helping your kid invest pennies into the stock market changes how they think about money (even if they’ll never make a profit) (10:06) 
• How to boost your business’ income by talking about your weekend hobbies with strangers (17:06)

After decades in the game, your business becomes part of your identity. 

So how would you feel if your business crashed into the ground after you handed over control to someone else? It’s like losing a limb. 

And what if that “someone else” was your child? Imagine how a failing business could damage your relationship. 

That’s why it’s so important to hand over the reins early and slowly, especially if it’s your child. If you do, not only will you get more time to spend with the people you love, but your business will thrive long after you retire. 

Today’s guest Helen was in the media business for decades. Now she has successfully handed the business down to the next generation, and she’s here to show you how to do the same. 

In this episode, you’ll discover how early preparation lets you hand over control of your business without drama. You’ll keep your legacy, your business will grow and you’ll finally be able to kick back and enjoy retirement!

Listen now!

Show Highlights Include:

• How to instill a strong work ethic in your children (even if they don’t pay attention to a word you say) (3:23) 
• The “reverse reward” schedule that turns lazy, spoiled-brat kids into diligent sweethearts (3:50) 
• Two surprising character traits that let you excel in business (even if you’re not a driven person) (8:43) 
• How to land your first clients as you pivot from employment to entrepreneurship (even if you’re afraid to sell yourself because you were an employee for the last 18 years) (12:23) 
• The “risk reversal” method that attracts business and lets you retain clients for longer (13:41) 
• Why handing the reins of your business to the next generation creates freedom, a stronger business, and a lasting legacy (14:46) 
• How to transition your business to the next generation without damaging client relationships (18:40)

Your local business is more than an income stream. After decades of being a public face in the local community, your business becomes part of your identity. 

So when the time comes to exit, it can feel like a part of your identity dies when you leave the business. Even more so when your pride and joy shuts down after you sell. 

Few know the feeling more than James Kinney, one of San Antonio’s most public faces. At 43 years old, he sold the iconic Splashtown water park and pivoted into temporary retirement. 

In this episode, you’ll discover why Splashtown shut down (even though it was profitable). And through this story, you’ll gather valuable insights that will help you prepare for your own business exit. 

Listen now. 

Show Highlights Include:

• Why a sports card addiction teaches your children financial discipline (6:51)
• The “New Nintendo” principle that turns want-it-all kids into frugal adults (8:05)
• How to attract thousands of local eyeballs to your business without spending a dollar on ads (10:25)
• The “Grind” method that lets your well-deserving family members enter executive levels at your business (without accusals of “special treatment”) (11:15)
• How to sell your business for an above-market price (even if your EBITDA doesn’t justify it) (14:42) 

Whether you’re working or retired, few things feel better than impacting your community in a positive way. If you can put a smile on the faces of those around you, you’ll feel fulfilled and happy. 

And you can do the same, no matter what your career is now or when you plan to retire. And in this episode, you’ll hear from Barbara Fitzsimon. After working in service of her community, she retired and still volunteers to help others out. 

Want to hear how to serve your community even after you’re retired? Listen now! 

Show highlights include: 

• How you could buy a ranch for retirement with nothing but patience and bonds. (5:27)
• Why helping people in your community makes you even happier than them (11:42)
• The simple way to know exactly when it’s time to retire (15:08)
• How to touch many people’s lives (even if you live in a tiny town) (20:41)