Study the Best to Be the Best

We talk a lot about learning and continuous improvement. I have an advantage. I get to work with over 250 premier retirement planners, many of whom share their tips for success. Thanks to Rene in California for introducing me to Coach Joe Lukacs.  Among other things, I get a daily dose of BrainFood from Coach Joe.  It is quick, but …

Don’t just tell them…show them.

Can you believe that it’s November already? It seems like just yesterday we were enjoying all the things that summer had to offer. I had to flip the page on my calendar and it suddenly became real. We are just a few weeks away from Thanksgiving and a little over a month away from Christmas! I wanted to take a …

Are You Current?

Study after study talks about the importance of continual learning. If you haven’t already, I’d encourage you to set up a Google alert to send you articles daily on topics you want to learn about. In business, I get a daily feed on retirement planning, entrepreneurship, annuities and other topics.  I skim them quickly and hone in on a few …

Get Your Hands in the Soil

My grandfather was a preacher and my multi-talented father has never shied away from offering “sermons” on relationships, business and life. One lesson that has been particularly true in my life and in working with over 250 retirement income planners is “you have to get your hands in the soil.” “Do you know how a farmer learns to farm, son?” …

What about my spouse?

With awareness of Social Security benefits increasing, many people are starting to say “OK, OK, I get it, the longer I wait to collect benefits, the larger they’ll be.” But if you’re married (or even if you WERE married), spousal benefits add a whole new wrinkle to the picture (and most of us Boomers don’t want to see any more …