I mentioned recently that Cory and I attended a conference together that led to a lot of takeaways and desired actions steps.  
 
She joins me today to debrief.

I mentioned recently that Cory and I attended a conference together that led to a lot of takeaways and desired actions steps. She joins me today to debrief.

I mentioned recently that Cory and I attended a conference together that led to a lot of takeaways and desired actions steps. &nbsp;
 
She joins me today to debrief.

Special guest episode!

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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Special guest episode!

Special guest episode!