Financial Transitions Podcast

What will be your defining pursuit in 2024?

The meteorologist predicts the weather, but the rainmaker makes the weather. The difference is everything.

There is a massive hole when it comes to retirement planning.  Don't believe me? Try the following experiment...

Waiting, hoping, wanting, and wishing is not a winning strategy in retirement. Here's why...

Having a plan b in our working years is necessary. But in retirement? It's a disaster.

Looking for inspiration or role models? Look no further.

Are you ready to take your life to the next level? Here's why it's time to be a loser.

When was the last time you were uncomfortable? If it's been awhile or you can't remember, here's why that's a problem.

The only time you should say these three words is if you're skydiving and your chute isn't prepared.

Sometimes we can forget our strength. It's time for a reminder!

Being part of a board is not for everyone, but for the right person, it can be just what you need to add meaning and purpose to retirement.

These three words have had an incredible impact on my life...

When you hit your breaking point and realize it's just not working, embrace your reality, take control, and use these setbacks to fuel positive change. You have the power to create the life you deserve.

The phrase "one day" is powerful and can either fuel your dreams or hold you back from achieving them. Which will you choose?

Will climbing a mountain solve all of your problems in retirement? Here's why it just might.

Facing skin cancer surgery was a wakeup call.   Confronting mortality isn't easy. It's been a process, but I've found that facing death can help you live more fully.   Time is limited. If there is something you want to do, experience, achieve, or become, you'd better get on it...

When you think about your goals and dreams, do you think "one day"? If so, you may find that "one day" is always out of sight.   Now compare that mindset of "one day" to "day one." Day one is right now.   Tomorrow is nothing and today is everything.   What will you start today?

If this is what success looks like, we'd all better enjoy the journey.

How many times have you started a new hobby and then experienced the dreaded dip? You know, that lull we all go through where the thrill of rapid progress fades into that period where you struggle to make any progress. When it feels like we're not making progress, it's helpful to know that the dip is just part of the process. 

Sometimes when I'm lifting weights or on the Peloton, I find myself wishing it would be over. I have to do this class. I have to do these sets. I have to...   And then, I reframe how I think.   I don't have to do. I get to.   How amazing is that?!   It's a gift.

The reason change can happen with just a thought is because it can change how you think about yourself – your identity.

I've been here, and I'm sure you've been here too. My hope is this lights a fire within you to do, experience, and become all you can while you are still healthy and able.

If you are waiting for the "right time" or to "be ready" to step outside of your comfort zone, go on adventures, meet new people, or upgrade your health, I want to encourage you to think differently. You have less time than you think.

Reminisce less about the past and daydream more about the future.

Your whole life you've needed permission, but in retirement, there is no gatekeeper, application, or waiting. What will you do with this freedom?

This might get awkward. We need to talk about the news... 

Life would be so much better if we could instantly have everything we wanted, right? 

If Average Retirement is Kenny G, then Badass Retirement is Led Zeppelin!

Why is it we must age gracefully? What I hear is slow down and accept your limitations, but you don't have to comply with this narrative. Why not live boldly?

I'm considering a new idea: Retirement Advisory Board. Just like how start-ups benefit from advisors, imagine a small group of retirees inspiring and guiding each other. As part of the  Badass Retirement Community, I'm planning to form small advisory groups. Join me or start your own!

This podcast episode could change your life...

Rather than dwelling on the finality of life, celebrate the experiences, challenges, and growth that shape our paths. Each step, no matter how small, contributes to the remarkable story of our lives.

Go to a nursing home & ask any resident what they would do if they could turn back the clock. They would passionately tell you all the things they would do with their second chance.   This is your time to do, experience & become all that you want.   What will you do?

Life's too short to play it safe or keep that song locked away inside you.

Need a retirement life hack? Here's a simple trick that'll help you stay motivated and achieve more in your retirement. 

What do animals in captivity have to do with retirement? More than you may think.

It's time for you to Step The F@ck Up! Is that offensive? Too extreme?

Average Retirement promises relaxation, but it can also stir feelings of irrelevance for some. How can you find more meaning and purpose to overcome these feelings of irrelevance in your retirement?

Retirement has become synonymous with safety -- a cozy space where comfort reigns supreme. But true fulfillment lies beyond our comfort zones. It's time to shed the safety net in retirement!

It's popular to be offended by anything and everything. But if you really want to be offended at something, be offended at the culture that thinks you (yes you!) are over the hill. 

Common wisdom often advocates for setting small, achievable goals. This way you can easily reach them and feel good...  what a load of BS!

There is too much to do and not enough time... and then, you retire.  How can you ease into this transition, from feeling overwhelmed by work, to feeling underwhelmed in retirement?

If you don't fill your retirement with challenges, adventures, and new pursuits, your days, weeks, and months will bleed into each other into one big blur. How can you stop the bleeding?

If you aren't living your life in retirement, you're living someone else's. The only thing that matters now is to get clear on what you want for your retirement.

It's time to dig deep. This exercise might feel uncomfortable and maybe even a little painful, but it's also powerful.

Do you want to know what's hard? Finishing. Do you want to know what's just as hard? Starting. Finishing takes dedication, perseverance, and grit, but starting takes courage. It's time to start celebrating those who start.

Whenever I think about postponing something, I think about this truth...

In retirement, you have to get to one. One is EVERYTHING. Here's why...

20 years from now, what would you say to your 20-year younger self? Would you tell yourself to take it easy? To aim a little lower? Think about it...

After months of hard work and anticipation, my book, "Badass Retirement: Shatter the Retirement Myth and Live With More Meaning, Money, and Adventure" is now available. It's time for you to embark on a journey that will revolutionize your retirement!

If a lifetime has about 800,000 hours, these are 20 I won't forget.