Baby Steps to Retirement

Dave jokingly calls it Social “In-Security,” but it’s the main income for most people. Is Social Security going away? Also, burnout can happen to us even when we’re doing our dream job. How do you re-ignite your love and become excited again after going through the motions?The 5-Part Financial Plan Checklist: http://leavenormalbehind.life/Check out Kimbra’s Substack artic

When it seems like the system is about to collapse and the markets are going to crash, do you pull your money out? I walk through how I have those conversations with my clients and how we come up with a plan for what to do next--if it's nothing. You'll also hear my tips for taking on a big, hairy, audacious goal with confidence and consistent action.-Are you a Dave Ramsey listener

Most people want to retire comfortably, so I get why they focus on the “magic” retirement number they need to hit. But that approach is going to do you more harm than good. Fortunately, there’s a better way to plan: where the numbers serve YOU, not the other way around. You get lots of do-overs IN life, but no do-overs OF life. You worked too hard not to enjoy the retirement

We fear what we do not understand. According to new research, the more you know about retirement, the more confident you will be about your future plans.Learn more about this new concept called retirement fluency and how you can increase your fluency level.

With apps like Vrbo and Airbnb, the opportunities in real estate have never been better. Imagine getting passive income from rental properties, which themselves are growing in value. Is this right investment strategy for you? How can this help or hurt your progress towards retirement? You’ll hear the questions I ask people who are considering buying rental properties as well as t

With apps like Vrbo and Airbnb, the opportunities in real estate have never been better. Imagine getting passive income from rental properties, which themselves are growing in value. Is this right investment strategy for you? How can this help or hurt your progress towards retirement? You’ll hear the questions I ask people who are considering buying rental properties as well as t

What better advice is there than what you can learn from someone who has been there and done that. A recent survey reveals the regrets and mistakes shared by currently retired people. You'll get a clear reminder on what you need to make a priority today so you don't have your own regrets tomorrow.Medicare FAQ survey: https://www.medicarefaq.com/blog/retirement-regrets-of-seniors/#2

You’ve seen the Traditional and Roth contribution options in your 401k, but how do you know which one is right for you? Learn about the pro's and con's with each and the factors to consider when making the right decision for you.--Are you a Dave Ramsey listener with questions about investing? You might be ready to retire but don't know where to start. I specialize in helping peop

As retirement approaches, I hear from Ramsey listeners who wonder if they're ready, financially, to retire. Where do you start? I'm going to explain 3 key numbers you need to know that will help you put together your roadmap to retirement.--Are you a Dave Ramsey listener with questions about investing? You might be ready to retire but don't know where to start. I specialize in help

Deciding when to take Social Security is one of your most important retirement planning decisions. You only get one chance to decide, and you could be leaving hundreds of thousands of dollars on the table if do it wrong.--Are you a Dave Ramsey listener with questions about investing? You might be ready to retire but don't know where to start. I specialize in helping people create a