Retiring With Enough

Send us a textThe end of the year is a great time to look forward and backward to evaluate where you've been, and where you're going!If you’d like to be a part of a free online retirement community, join us on Facebook: https://www.facebook.com/groups/399117455706255/?ref=share

Send us a textMerry Christmas and Happy Holidays for 2025If you’d like to be a part of a free online retirement community, join us on Facebook: https://www.facebook.com/groups/399117455706255/?ref=share

Send us a text“Money doesn’t change men, it merely unmasks them.” -Henry FordSeveral years ago, my wife and I decided we would not wait until we were deceased, but would instead provide financial gifts to our children while we were still alive. This outlines the concept of giving with warm hands versus giving with cold hands.If you’d like to be a part of a free online retirement community, join us on Facebook: https://www.facebook.com/groups/399117455706255/?ref=share

Send us a textIt's not easy to create a mindset that embraces saving versus spending.The pathway to saving money can be very convoluted due to a combination of psychological, economic, and practical barriers. If you’d like to be a part of a free online retirement community, join us on Facebook: https://www.facebook.com/groups/399117455706255/?ref=share

The holiday season brings joy but also the risk of seasonal weight gain. There's an interesting discussion on how our ancestors adapted to fat storage for survival during winter. Modern food abundance contrasts sharply with our genetics, leading to more cravings. Peter outlines factors contributing to holiday weight, like hormonal shifts and behavioral changes. He offers practical strategies like better food choices and exercise, while sharing his personal struggles with sticking to these plans. A thoughtful take on enjoying the season without the extra pounds!

Join a festive Thanksgiving celebration filled with reflections on gratitude and family. The host shares why fall is his favorite season and discusses the joys of completed home renovations. He expresses thankfulness for family health, lifestyle improvements from moving, and the excitement of having grandchildren nearby. With insights into financial consolidation and podcast growth, he emphasizes daily gratitude practices while steering clear of negativity. The episode culminates in warm Thanksgiving wishes for listeners and a look ahead at travel plans.

Explore the necessity of estate documents and why they should be updated, especially after major life changes. Learn about the importance of wills in preventing intestacy issues and providing guardianship. Discover the various types of Powers of Attorney and their implications, including durable vs. springing options. Get insights on structuring legacy gifts and understanding recent tax law changes impacting estate planning. Finally, hear valuable tips on creating advanced medical directives and the importance of HIPAA releases.

Send us a textMultiple accounts mean more complicated record keeping, retirement planning, and tax preparation. The bottom line is, it’s just harder to keep track of multiple accounts across multiple platforms.Is it time to consolidate financial accounts?If you’d like to be a part of a free online retirement community, join us on Facebook: https://www.facebook.com/groups/399117455706255/?ref=share

Send us a textManaging expectations is not about reaching a particular goal, or even attaining a certain financial level.  Managing expectations has much more to do with mindset and happiness. If you’d like to be a part of a free online retirement community, join us on Facebook: https://www.facebook.com/groups/399117455706255/?ref=share

Send us a textJoin Kevin Lyles, CRPC™ and me as we provide a long form discussion about choosing where to live in retirement.If you’d like to be a part of a free online retirement community, join us on Facebook: https://www.facebook.com/groups/399117455706255/?ref=share