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Episode #200: When Should You Take A Break From Work? Learn The Power Of Having A Midlife Gap Year.

May 27, 2021 By Ann E. Nelson Leave a Comment

Retire Well Retire Happy
Retire Well Retire Happy
Episode #200: When Should You Take A Break From Work? Learn The Power Of Having A Midlife Gap Year.
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When should you take a break from work? Learn the power of having a midlife gap year. Lisette Smith from The Advisory Group of San Francisco is a pioneer of the Midlife Gap year concept as part of the financial planning process. Learn the secrets of creating more energy and fulfillment with planned breaks to give you and your future more choices. 

Lisette Smith is the Chief Operating Officer and senior advisor to personal wealth clients at The Advisory Group of San Fransico. Having first-hand experience of taking a break from work Lisette is well qualified to talk about the power of having a midlife gap year.

With the dynamics of longevity working against early retirement, the retirement age currently sitting at 67 is now being revised upwards. The maths of work for 35 years and then being retired for 40 plus years may no longer add up. Do you think you have the energy to keep working past the age of 70?

The secret to creating more energy in your working life could be taking a planned midlife gap year. It could give you that time out to rejuvenate without derailing from your retirement plans.

The tradeoffs include:

  • spending time with the family;
  • travel;
  • a change of pace of life;
  • just slowing down;
  • or getting some education

can be enough to give you the power to continue on with your career.

Lissette has created a 16-page educational guide “The Midlife Gap Year: How to take a break and still feel financially secure” to inspire business owners and leaders to take a long-term view of their career and life fulfillment.

Connect online with Lisette

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Tagged With: Lisette Smith

Episode #199: Learn The Secret To A Successful Retirement When You Set Your Own Schedule

May 21, 2021 By Ann E. Nelson 1 Comment

Retire Well Retire Happy
Retire Well Retire Happy
Episode #199: Learn The Secret To A Successful Retirement When You Set Your Own Schedule
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Learn the secret to a successful retirement when you set your own schedule. Long-term friends and octogenarians, Ted Kaufman and Bruce Hiland, decided to write a guidebook to Retirement after hearing many tales of unhappy retirees. If you want to succeed on your retirement journey then here are some lifestyle issues to consider when you are no longer working.

Nearly everyone pays attention to money but very few pay attention to the enormous life changes that retirement brings. This dynamic duo, Ted is a former U.S. Senator from Delaware succeeding Senator Joseph Biden and Bruce is a former Chief Administrative Officer and independent consultant saw a gap on the bookstore shelves. After numerous conversations with unhappy retirees, they decided they could provide some insights.

Retiring? takes a profound look at twenty-first-century retirement, helping you plan all the nonfinancial aspects of what comes next. With most people spending at least 20 to 30 years in retirement the planning for that lifestyle change can’t be done on the back of an envelope.

If you want to enjoy a successful retirement then this book will lay out the choices and guide you through the steps to set up your own schedule. Choices include:-

  • What you’re going to do;
  • When You’re going to do them and;
  • Where you are going to live

If you want help to anticipate and deal with the major life changes that retirement brings in a concise, practical, and conversational style then have a listen to Ted and Bruce talk about their new book on Retiring.

Connect online with Ted and Bruce

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Tagged With: Bruce Hiland, Ted Kaufman

Episode#198: Learn The Secret Of Maintaining A Long Term Focus With Investing

May 17, 2021 By Ann E. Nelson Leave a Comment

Retire Well Retire Happy
Retire Well Retire Happy
Episode#198: Learn The Secret Of Maintaining A Long Term Focus With Investing
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Want to learn the secret of maintaining a long-term focus with investing? Jonathan K DeYoe, author, CEO of Mindful Money and DeYoe Wealth Management, shares how to increase your happiness dividend while reaching your financial goals.

Johathan K. DeYoe, is a California Licensed Insurance Agent, a Certified Private Wealth Advisor, and author of the best-selling book ‘Mindful Money: Simple Practices for reaching your Financial Goals’. Jonathan has been an investor for 40 years, a financial advisor for 25 writes and speaks about the intersection between life and money.

With a burning desire to change the way you think about money Jonathan wants you to have less stress and anxiety in your life with an unwavering commitment to providing truly holistic wealth management. The intent of Mindful Money is for readers to create their own financial plan. When you change your narrative around money you can plan appropriate investing strategies.

By understanding the trade-offs upfront of your money choices you are not surprised at the back end. When you have a long-term investing focus your choices can better be targeted for the future. For example, understand if you pay for your kid’s college education how much longer do you have to work?

Discover the secrets of Mindful Money:

  • Uncover all the why’s
  • Understanding what makes life worth living
  • Draw up a financial plan with a happiness dividend

Connect online with Johathan.

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Tagged With: Jonathan K. DeYoe

Episode #197: Discover The Power Of The Rising Voice Of Midlife Women

May 11, 2021 By Ann E. Nelson Leave a Comment

Retire Well Retire Happy
Retire Well Retire Happy
Episode #197: Discover The Power Of The Rising Voice Of Midlife Women
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Stephanie Raffelock, author and freelancer, shares how to discover the power of the rising voice of midlife women.  Stephanie discusses the decline of women’s importance and why women aren’t washed up after fifty, they’re just getting started.

As an author, freelancer, speaker, and former podcaster, Stephanie Raffelock, shares her passion for aging, women, and feminist history. Stephanie is keen to get the word out about positive aging where it can be challenging at times to be an elder in a youth-oriented culture.

Great changes have taken place for women since the 1920’s when they won the right to vote. However, Stephanie believes that women of today need to shine a light for younger women to show what midlife women have achieved. There is a great creative surge happening now. This can be seen as more women ran for local, state, and national seats in politics than ever before in history.

Stephanie is so passionate about the rising voice of midlife women she has penned a new book out in August called Creatix Rising, Unlocking the Power of Midlife Women.

Being over 50 is a magical age however it has also seen the decline of women’s importance. This toxic stereotype starts creeping into the picture for midlife women.

Stephanie says, ‘for today’s midlife women, a new archetype emerges, a newly birthed creative spirit, a powerful more fitting than Crone. Her qualities are called the Creatrix’.

Join us as Stephanie chats about unlocking the powers of midlife women.

Connect online with Stephanie.

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Tagged With: Stephanie Raffelock

#Episode 196: What Is The Most Important Thing You Need To Do To Save For Your Future?

May 3, 2021 By Ann E. Nelson Leave a Comment

Retire Well Retire Happy
Retire Well Retire Happy
#Episode 196: What Is The Most Important Thing You Need To Do To Save For Your Future?
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What is the most important thing you need to do to save for your future? Michael Eakman II, Wealth Manager, answers this and more in this latest episode of Retire Well Retire Happy Podcast. Join us and learn 3 crucial things to know for someone building significant wealth.

Michael Eakman II is the founder and Wealth Manager at Adaptive Wealth Partners in Las Vegas. With work experience in the financial industry of over 10 years, Michael works with clients across the country including investors who are athletes, sports and entertainment professionals, business owners, and entrepreneurs.

When there is uncertainty about the length of your prime earning years it is crucial that you have plans in place to build your wealth with your eye on the future. If you want to prepare for life after the final game then you need to set yourself up by finding success off the field.

The most important thing you need to do to save for your future is to save until it hurts.”

Michael Eakman II

The key to building significant wealth is to save for your future while living for today. Michael believes that you need to be disciplined just like you are on the field when it comes to spending money.

A big tool to help you keep track of your money is to have a savings plan. When you work out your future why then you will be motivated to save. If not then you could be missing your future by spending your money today.

Michael Eakman II covers 3 crucial things to know for someone building significant wealth, investing tips, investors’ mistakes, why it’s important to save for your future, and more in episode 196 of the Retire Well Retire Happy Podcast.

Connect online with Michael.

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Tagged With: Michael Eakman II

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