2025

The Retiree’s Financial Decathlon

What are the 10 most important aspects of a financially sound retirement, and how do we start preparing for that future today?

A deep (and I mean *DEEP*) dive into optimizing your retirement withdrawal order of operations to make your money last.

Want a successful retirement? Let’s use the principal of inversion. We’ll identify the common mistakes, and then NOT do those things!

We make daily financial decisions as a function of long-held beliefs. Some logical and well-thoughts beliefs. Others as a function of pure trauma.

I see some people thinking about their portfolios incorrectly, and a concept called “asset-liability matching” can help.

Growing up, our neighbor was erratic. He was an unwell man, and it manifested in many ways. Today, we learn from him.