None of us have a crystal ball and can't predict market returns 5 years out, much less 5 months out.  That unpredictability can cause major issues when it comes to having more income than birthdays.   Join us as we walk through a concept called sequence of return risk and how it can affect your ability to take income throughout retirement.

Jim Rohn once said, “You are the average of the five people you spend the most time with.” The same could be said for the information we consume and the advice we take.  When it comes to building wealth, you have to be selective with the information you consume.  Is the information relevant to where you are and hope to be?  Is it in alignment with your family’s true scorecard for success?  Is the information designed to help you become wealthy or designed to help you not go broke? The starting point for all these questions is to know where your income ranks.

Join us as we walk through the six big challenges most families face when trying to retire early. Many of these are easy fixes and go back to simply having the right mindset and strategy.

Join us as we walk through the importance of a properly built system to help maximize the income from your investments and the power that comes from balance: Your distribution engine—the most important and most overlooked part of a financial plan.

It can sometimes feel like the secrets of wealth creation are the exclusive purview of the elites or the “already wealthy” crowd. The truth is, there are very few “secret” tools out there. Wealth creation is about critical thinking, discipline, good strategies, and the right mindset. One of the most significant challenges to creating wealth is what Gay Hendrix refers to as the "upper limit problem."

Join us today as we walk through a real-life case study of what happens when good savings habits are paired with a highly balanced system of accumulation and distribution. The result of the mindset and strategy shift is not just higher income for its own sake but the ability to do more, bless others, and leave a larger legacy to the people and causes you love.

Come join us for the final installment of our three-part series on achieving a $100k retirement income. In this episode, we'll delve into some eye-opening insights and truths gleaned from the two different scenarios. You might be surprised by what we reveal! One thing that's clear is that starting early is advantageous compared to starting late. But don't worry if you feel like you're behind - there's still a way forward.

Join us for episode two in a three-episode series on what it takes to retire with $100k in income.  This week we explore a client in their 50s using industry averages for asset size and saving rate.  We explore the mindset, strategy, and tools needed to get that 50-year-old up to $100k in income by the time they are 65.  If you are not in your 50’s, tune in anyway.  There are some great universal lessons that can be applied to any age and situation.  

Join us for a three-episode series on what it takes to retire with $100k in income.  This week we explore a client in their 30s using industry averages for asset size and saving rate.  We explore the mindset, strategy, and tools needed to get that 30-year-old up to $100k in income by the time they are 65.  If you are not in your 30’s, tune in anyway.  There are some great universal lessons that can be applied to any age and situation.

Join us as we talk with the 1992 Olympic gold medalist in Kayaking, Joe Jacobi.  Finding purpose, not letting life's currents overwhelm you, and seeing obstacles as opportunities to go faster.

Links to Joe's websites and book:

• Joe Jacobi - on LinkedIn