What if early retirement isn’t the dream it’s cracked up to be? This USA Today opinion reveals how longer lifespans, rising healthcare costs, and scarce meaningful purpose are reshaping what retirement actually looks like. Advisors and clients both need to...
What if your best investment isn’t in stocks—but in experiences? This article argues that new, meaningful moments trigger neuroplasticity, boost joy, enrich identity, and defeat regret. It encourages us to schedule “experience time” just like any other priority. Curious how this mentality can transform your life (and clients’)? Read...
What if quitting city life could lead to your truest self? This story follows Nate Johnson, a former arts promoter, who left the Twin Cities to live simply in the North Woods. He traded noise for nature, pace for presence—and now lives by “slowness.” Read on to discover his...
What if the retirement crisis is actually a longevity opportunity? This article challenges traditional thinking, urging financial advisors to help clients design flexible, purpose-filled lives across longer careers. Discover how aging populations are reshaping work, income, and well-being—and why now is the time to lead.
Read on Forbes
Is it time to retire—beyond your finances? This article highlights five overlooked signs: trading time for money, declining health, neglected relationships, shrinking health span, and clinging to work identity. If you’re financially ready, these non-financial cues may reveal it’s time to start living the retirement you’ve imagined.
Read on Considerable
Five midlife sabbaticals reveal a surprising insight: stepping away isn’t an escape—it’s a radical way to rediscover purpose. Through “release–explore–return” arcs, each journey helps uncover meaning, creativity, and clarity. Not a hiatus, but a transformative way back into what truly matters.
Read on InHabit Magazine
Instead of asking, “What should I do?” retirees should ask, “What should I avoid?”—a mindset called inversion. This approach anticipates common retirement pitfalls like loss of purpose, financial missteps, underestimated healthcare costs, and legal oversights. By planning to sidestep these traps, retirees can retire more confidently and avoid regrets.
Read...
Think you’re ready to retire? This eye-opening AARP guide reveals common pitfalls—from underestimating longevity and skipping health care planning to neglecting a purposeful daily routine. Learn the essential financial, physical, and emotional checkpoints to retire smoothly—and thrive in your next chapter.
MLE Note: Another "list" article that has some different...
A great read written by a CEO who sold his company. He shares the lessons he learned about what was missing when he no longer had the fancy title and responsibilities.
He writes, "Running a tech company that reaches 80 million users and has hundreds of employees is hard. Having...
Great points along with some examples and comments from people who have made the transition and those who have studied the topic.
I agree, it needs a rebranding.
Read on Morningstar (from MarketWatch)
The article emphasizes the importance of succession planning for retired couples. Drawing parallels to Warren Buffett's meticulous succession strategy for Berkshire Hathaway, the article suggests that couples should similarly prepare for transitions in roles and responsibilities as they age.
Key recommendations include open communication about financial matters, health care decisions,...