Let’s get this out of the way: AI is amazing, but when it comes to the actual work of life planning — figuring out who you want to be, what matters most, and how to build a life you don’t want to retire from—AI is more like a friendly intern than a seasoned guide. Helpful? …
How’s your life planning coming along? If you don’t have some kind of plan, I encourage you to create one. It reminds me of the Alice and Wonderland quote: “If you don’t know where you’re going, any road will take you there.” When we were younger, remember how we planned for the future? We thought …
I am pleased to offer you a new retirement readiness assessment tool I believe is the best on the market. It addresses the non-financial aspects for what’s next and provides personalized scores and actionable insights across 10 key well-being categories. See a sample of the Retirement Readiness Assessment. The Retirement Readiness Assessment by the cutting-edge …
New Life Planning Retirement Assessment – Get Clarity Read More »
The last three weeks have certainly been a shit show for so many federal employees who serve our country. In the Washington, DC region, everyone knows someone negatively impacted by the many lawless Presidential executive orders. For some who are older and have been in the federal government for a while, it might be a …
These are challenging times. For many of us, it’s hard to look within when so much is happening “out there.” What helps me is aligning my values with how I want to live my life. I have much more control over what my values are than I do regarding the craziness in the US and …
Thanks to so many of you who responded to my open letter to President Biden offering to provide him with coaching to explore his future plans. Looks like I got through. Now a few thoughts about having a reset. Joe, are you out there? Any of us can have a reset anytime we choose. Every day can …
I wondered if it was possible to have a life reset, so I headed solo to an ashram in the Bahamas a few weeks ago to find out. My visit was to the Sivananda Ashram in Nassau where I did yoga and meditation each day. There were healthy community meals, like-minded guests/staff and a cooperative …
Fall is my time to look ahead and figure out what’s important. Below are five tips for moving ahead. But first, below are a few questions I think about for myself: I love working with clients on these kinds of questions – often not easy to answer. Drop me an email if you’d like to …
At 63, I am reminded – and also forget – that every day is a gift. Carpe Diem – seize the day – comes to mind. For me it means making the most of life in this present moment, not letting the past or the future hold me back. It also means embracing new experiences, …
I’ve read many books on retirement and transitions. Below are the ones that are my favorite. Research shows trying to make a life change based solely on reading self-help books is rarely effective. I help clients take ideas and intentions and convert them into actions and sustained life change. Also download my free What’s Next Mid-Life Planner if you …