It is week 7 of the Journal Your Way to Retirement Series. This next question is one I asked clients often. It always opened up good conversation. Spend some time with this week’s question.
It is week 6 of the Journal Your Way to Retirement Series. So, let’s get right into it this week.
It is week 5 of the Journal Your Way to Retirement Series. We are currently journaling how we feel “today” about retirement. As we move on in the series, we will get more creative in answering some of the blanks or blocks you may be running across.
I am curious how you like journaling? Have you started to notice the benefits? It might actually be too early for that.
Here are some benefits to journaling whether it is digital or handwritten:
It is a great road map for what you want in retirement. Think about how much easier it is to take a trip across country (retirement) when you have a map by your side.
It will be a chronicle of your path towards an awesome retirement.
It can unlock creativity and even identify blocks.
It can increase your sense of awareness and reduce stress.
It can spur you into action. We all know the power of brainstorming.
This week’s questions revolve around “health”.
How would you describe your physical and mental health today?
Do you think your health would be better in retirement? Why?
Do you think your health would be worse in retirement? Why?
“This pouring thoughts out on paper has relieved me. I feel better and full of confidence and resolution.”
-Diet Eman, Things we Couldn’t Say
Joan M. Gagnon
It is week 4 of the Journal Your Way to Retirement Series. I spoke to several of you this week and the consensus was question #3 is very challenging. I knew it would be. But, that is OK. The purpose of these questions is to get you thinking deep down. We will be revisiting many of these early journal questions after you have done more journaling. So, keep going!!! The answers to these difficult questions will be filled in if you have any blanks.
You probably know by now how much you need to save financially for retirement and whether you’ll attain that goal. But, do you know what you’ll be doing in retirement to fill your days? The majority of people retire without giving this much thought. This can lead to boredom, sickness and even depression.
It is week 2 of the Journal Your Way to Retirement Series. The first journal question got you thinking about retirement in a different way. It wasn’t about what you are going to “do” in retirement, but how do you “feel” about retirement. Big difference!
The subconscious and conscious minds are powerful resources that can give us exactly what we need to have a wonderful, joyous next phase of our life. By asking yourself powerful questions, the real truth will be revealed. What you think and believe has a profound effect on your world.
On June 23rd the voters of the United Kingdom surprised the global capital markets by passing a referendum to leave the European Union … “Brexit.” Stocks fell, bonds rose and gold rallied sharply. Not surprisingly, European stocks fell the most, along with the value of the Pound and the Euro.
The process of preparing for a predictable financial and life changing event
By Joan M Gagnon, Senior Wealth Consultant, Genesis Wealth Advisors, LLC
September 28, 2014
We have all heard stories about how a significant change in personal finances seems to change just about everything else in our lives. Expected or not, these shifts in our financial foundation are never just about the money we are about to receive. When it comes to financial transitions, there are no guarantees that more money will make our lives better. Without advanced and proper planning, we may find ourselves anxious and uncertain about how to handle the new opportunities at hand.
Generating Sustainable Income in a Highly Challenging Environment
By David Feldman, President and Co-CIO of Palladiem, LLC and a member of Genesis Wealth Advisors’ investment committee.
To view this in PDF format, Click Here.
There was a time when fixed income was the sleepy asset class where portfolio managers were put out to pasture. Bond portfolio management was predictable, safe, and boring, while the idea of a ‘rock star’ PM like Bill Gross or Jeff Gundlach would have been viewed as laughable. Times have changed.