The Human Side of Wealth: Helping Clients Define Retirement Beyond the Numbers
When most people think about retirement planning, they picture numbers—spreadsheets, account balances, projections, and withdrawal rates. Those things matter, of course. But after more than two decades in financial services, I’ve come to realize that the true measure of a successful retirement isn’t just financial security—it’s fulfillment. The human side of wealth is about more […]
From Entrepreneur to Educator: Why Mentorship Is the Next Frontier in Financial Services
When I first started out in financial services, I had a license, a desk, and a lot of ambition. What I didn’t have was someone to guide me through the complex, fast-moving world of retirement planning. Like many new advisors, I learned through trial and error, with plenty of long nights and mistakes along the […]