Podcast appearances and mentions of mitch anthony

We all have an idea of what retirement will be like. But what happens when reality doesn't match your expectations? For many, the transition from a structured career to unstructured free time isn't as easy as it seems. That's exactly what happened to Tom Pendergast. Tom is a retired professional who found himself facing an unexpected challenge: boredom In this episode, Tom reveals his personal journey through the human side of retirement—the identity shifts, the search for purpose, and the unexpected struggles that come with it. You'll Learn:  Why Tom's initial idea of retirement didn't match the reality The challenges of shedding a career identity and finding a new purpose Experiments Tom tried to create a more meaningful retirement The role a financial advisor can play in easing the transition *To sign up for Brendan's newsletter packed with resources to master the human side of advice → Click Here Resources: 45: Designing A Discovery Process To Maximize Return On Life with Mitch Anthony 120: The Three Cornerstones of a Happy And Fulfilling Retirement with Michael Finke Connect with Brendan Frazier:  RFG Advisory LinkedIn: Brendan Frazier Connect with Tom Pendergast:  Substack: Tom Pendergast LinkedIn: Tom Pendergast About Our Guest:  Tom Pendergast is a writer and editor with eclectic interests, including cars, birds, outdoor exploration, baking, cybersecurity, and privacy. He often jokes that he's no longer fit for corporate work, but his career has included serving as the Chief Learning Officer at MediaPRO, a cybersecurity and privacy education company. Before that, he founded and ran Full Circle Editorial, a book packaging company, with his wife, Sara. During that time, he authored and edited two dozen books and countless articles. He also served on the local school board and remains interested in local politics. He lives in Snohomish, Washington, with his wife, artist Sara Pendergast. They have two grown children and a close-knit circle of friends. Together, they enjoy hiking, racing cars, drinking beer, gardening, watching birds, and making the most of life. – Content here is for illustrative purposes and general information only. It is not legal, tax, or individualized financial advice; nor is it a recommendation to buy, sell, or hold any specific security, or engage in any specific trading strategy. Information here may be provided, in part, by third-party sources. These sources are generally deemed to be reliable; however, neither our guest nor RFG Advisory guarantee the accuracy of third-party sources. The views expressed here are those of our guest. They do not necessarily represent those of RFG Advisory, its employees, or its clients. This commentary should not be regarded as a description of advisory services provided by RFG Advisory, or performance returns of any client. The views reflected in the commentary are subject to change at any time without notice. Securities offered by Registered Representatives of Private Client Services. Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC (“RFG Advisory or “RFG”), a registered investment advisor. Private Client Services and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place. RFG Advisory is an SEC-registered investment adviser. SEC registration does not constitute an endorsement of RFG by the Commission, nor does it indicate that RFG or any associated investment advisory representative has attained a particular level of skill or ability.

In this episode of Bridging the Gap, Matt Reiner and guest Mitch Anthony, a pioneer in financial life planning, explore how adopting a client-centered approach can transform the financial advisory experience. Mitch critiques the industry's reliance on complex jargon, urging advisors to communicate clearly through analogies and metaphors. This shift makes financial concepts more accessible, fostering deeper client engagement and understanding. Rather than pushing traditional goal-setting, Mitch encourages advisors to focus on life possibilities, which opens up more meaningful conversations and better aligns financial planning with clients' real aspirations.Mitch's journey from crisis intervention to financial services has shaped his belief in service-oriented, rather than sales-driven, financial planning. Drawing from the work of Viktor Frankl, Mitch emphasizes the importance of guiding clients toward a sense of purpose. He advocates for financial advisors to tap into their clients' life goals and emotional needs, integrating emotional intelligence into their practice. By doing so, advisors can cultivate long-term relationships that are grounded in trust and understanding.The conversation also tackles advisor compensation models, with Mitch challenging the popular “we only make money when you make money” approach. He stresses the need for transparency and fairness in how advisory services are billed. Advisors can enhance their impact by asking meaningful questions that connect with clients' deeper motivations, focusing on improving their clients' quality of life (return on life), and continuously developing their emotional intelligence to create lasting, trust-filled relationships.More Content For Financial Advisors and Wealth Management FirmsYouTubeTwitterLinkedIn

Ratliff, but first a review of the markets: It's all about the Fed, and the grate debate is about rate. How much will they cut, and how many times? Watch for elevated volatility heading into the election; a divided-congress yields the best environment for markets. Who will have the best policies for the economy? What will your retirement look like? Commonalities vs net worth differences among peers; the need to set your own parameters. The importance of having paid-off debt. Components of a Retirement Blueprint: Needs, Wants, Wishes. "The New Retirement Mentality," by Mitch Anthony; dealing with distribution mode in retirement: Reality. Danny and Rich share clients' tales on over-spending in retirement. What will you do in retirement? The Return on Life equation (shopping for books in antique stores); how you know 'it's time to retire.' The Roth Conversion conversation; what does life look like, post-retirement? SEG-1: It's All About the Fed: Debate on the rate SEG-2: The Retirement Blueprint: What will yours look like? SEG-3: The New Retirement Mentality SEG-4: The Retirement Self-assessment: What will you do? Hosted by RIA Advisors Director of Financial Planning, Richard Rosso, CFP, w Senior Financial Advisor Danny Ratliff, CFP Produced by Brent Clanton, Executive Producer ------- Watch today's show video here: https://www.youtube.com/watch?v=PDHDI0ulqcc&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=6s ------- Register for our Retirement Blueprint presentation: https://www.eventbrite.com/e/993906249347?aff=oddtdtcreator ------- Articles mentioned in this report: "Cash Cow Clues: Can Dividend Yields Forecast Interest Rates?" https://realinvestmentadvice.com/cash-cow-clues-can-dividend-yields-forecast-interest-rates/ "S&P 500 – A Bullish And Bearish Analysis" https://realinvestmentadvice.com/sp-500-a-bullish-and-bearish-analysis/ "Risks Facing Bullish Investors As September Begins" https://realinvestmentadvice.com/risks-facing-bullish-investors-as-september-begins/ "Long-Term Signals Suggest Lower Forward Returns" https://realinvestmentadvice.com/newsletter/ ------- The latest installment of our new feature, Before the Bell, "Markets Test Resistance" is here: https://www.youtube.com/watch?v=eX3NtgCIW20&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "Did Inflation Change the Fed's Outlook?" https://www.youtube.com/watch?v=Gn_rLnZURQ8&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=3s ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #Retirement #RetirementBlueprint #RetirementMentality #RothConversion #ReturnOnLifeEquation #CPI #FederalReserve #InterestRates #MarketVolatility #OilPrices #GovernmentSpending #StockMarket2024 #MarketVolatility #InterestRates #InflationTrends #EconomicSlowdown #trading #RecessionRisks #InvestmentStrategies #StockBuybacks #DonaldTrump #KamalaHarris #Policy #Taxes #Markets #Money #Investing

Ratliff, but first a review of the markets: It's all about the Fed, and the grate debate is about rate. How much will they cut, and how many times? Watch for elevated volatility heading into the election; a divided-congress yields the best environment for markets. Who will have the best policies for the economy? What will your retirement look like? Commonalities vs net worth differences among peers; the need to set your own parameters. The importance of having paid-off debt. Components of a Retirement Blueprint: Needs, Wants, Wishes. "The New Retirement Mentality," by Mitch Anthony; dealing with distribution mode in retirement: Reality. Danny and Rich share clients' tales on over-spending in retirement. What will you do in retirement? The Return on Life equation (shopping for books in antique stores); how you know 'it's time to retire.' The Roth Conversion conversation; what does life look like, post-retirement? SEG-1: It's All About the Fed: Debate on the rate SEG-2: The Retirement Blueprint: What will yours look like? SEG-3: The New Retirement Mentality SEG-4: The Retirement Self-assessment: What will you do? Hosted by RIA Advisors Director of Financial Planning, Richard Rosso, CFP, w Senior Financial Advisor Danny Ratliff, CFP Produced by Brent Clanton, Executive Producer ------- Watch today's show video here: https://www.youtube.com/watch?v=PDHDI0ulqcc&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=6s ------- Register for our Retirement Blueprint presentation: https://www.eventbrite.com/e/993906249347?aff=oddtdtcreator ------- Articles mentioned in this report: "Cash Cow Clues: Can Dividend Yields Forecast Interest Rates?" https://realinvestmentadvice.com/cash-cow-clues-can-dividend-yields-forecast-interest-rates/ "S&P 500 – A Bullish And Bearish Analysis" https://realinvestmentadvice.com/sp-500-a-bullish-and-bearish-analysis/ "Risks Facing Bullish Investors As September Begins" https://realinvestmentadvice.com/risks-facing-bullish-investors-as-september-begins/ "Long-Term Signals Suggest Lower Forward Returns" https://realinvestmentadvice.com/newsletter/ ------- The latest installment of our new feature, Before the Bell, "Markets Test Resistance" is here:  https://www.youtube.com/watch?v=eX3NtgCIW20&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "Did Inflation Change the Fed's Outlook?" https://www.youtube.com/watch?v=Gn_rLnZURQ8&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=3s ------- Get more info & commentary:  https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #Retirement #RetirementBlueprint #RetirementMentality #RothConversion #ReturnOnLifeEquation #CPI #FederalReserve #InterestRates #MarketVolatility #OilPrices #GovernmentSpending #StockMarket2024 #MarketVolatility #InterestRates #InflationTrends #EconomicSlowdown #trading #RecessionRisks #InvestmentStrategies #StockBuybacks #DonaldTrump #KamalaHarris #Policy #Taxes #Markets #Money #Investing

Before you think about when you're going to retire there's another question that should be addressed: Are you going to retire? It's assumed that when you turn 62 or 65, you're going to retire. And many people do count the days until they retire. But many others love the careers they're in and can't imagine stopping. Their concern is that they'll get pushed out the door. The bottom line is that age tells us nothing. No one is the same. So we can't treat them the same.  That's one of the concepts that Mitch Anthony explores in his book, “The New Retirementality,” and we'll dive into it in this episode. You will want to hear this episode if you are interested in... [4:32] The history of the concept of retirement [8:43] One topic we've underestimated  [11:57] Retirement is a life experiment [15:30] The Retirementality Profile [16:22] Is traditional retirement right for you? [20:04] Don't be afraid to start the conversation Retirement is a life experiment Imagine waking up every day with nothing to do. You've played golf every day for six weeks and you're bored. Your social life was wrapped in your job. 60% of people who retire go back to work part-time within a year of retiring. If your whole purpose is wrapped up in your job and you leave it, what drives you to keep pushing forward? Mitch points out that most people spend more time planning a two-week vacation than they do their retirement. They assume it's going to take care of itself. That's why most people don't have it all figured out on their first attempt.  What changes in the 24 hours from year 64 day 365 to year 65 day 1? Nothing. You're the same person. But the world at large assumes that everything's changed when you turn 65. The reality is that you need to plan for retirement.  The Retirementality Profile Mitch's book includes some exercises that help you determine your vision for “retirement.” One of the first questions is “What have you observed watching other people retire?” What good examples have you seen? Which examples have become object lessons?  Is traditional retirement right for you? It's a conversation you need to have with a retirement coach. It's not a one-and-done conversation. Where do you start?  5 years out: What are your thoughts about retirement right now? How do you want to spend your time? What does your ideal week look like? This is where you have the observation conversation. Six months away: Are you prepared? What are you going to retire to versus from?  The retirement honeymoon: You've been retired for six months. How is it going? What's not matching your expectations?  The reality check: You're one year into retirement. What have you learned? Where is reality meeting your financial structure? Most people only have the conversation of “Do you have enough money to retire?” You may have all of the money you need but lack purpose. Money will fund a purpose—but it won't find one.  Resources Mentioned Retirement Readiness Review Subscribe to the Retire with Ryan YouTube Channel Mitch's book, “The New Retirementality” My Retirementality Profile ROL Advisor  Connect With Morrissey Wealth Management  www.MorrisseyWealthManagement.com/contact   Subscribe to Retire With Ryan

Story is software for the heart.  A great story well told is your greatest tool for influencing behavior. Your listeners can “call up” that story in the future and apply new input specific to the current situation. The story “programs” your listeners to take action based on the emotions the story generates. And this is how a story can continue to influence long after you've told your story. Becoming a masterful storyteller and story receiver will enrich your life, reignite your relationships, and grow your business. In this podcast, Mitch Anthony and I discuss:  The power of masterful storytelling. How to craft your own stories to deepen your client connection. How to elicit stories from your clients. The critical role emotion and empathy play in storytelling. Why putting your client's LIFE at the center of the planning conversation is critical. This podcast is a rebroadcast of the live July 19 webinar Mitch and I did that more than 1,300 people registered for.  We are following up on this highly successful webinar with 4 hours of storytelling training on September 14. You can learn more about this virtual event and register by visiting  roladvisor.com/stories. See you there! 

In today's episode, host Jeff Bernier, CFP®, ChFC, CFS welcomes special guest Bruce Johnsen, a former US Navy line officer, Vietnam veteran, and current management consultant to share his inspiring journey from the Navy to consultancy. Bruce reflects on his early days in the Navy and struggles he faced when retiring at the early age of 45. Bruce shares some interesting stories from many years of international work and goes on to offer the life lessons he has learned so far at 85 years young. Jeff and Bruce delve into an insightful discussion on Mitch Anthony's concept "work" and how the role and reason for work evolves through one's lifetime. 

Guest: Dan Haylett, Director, Head of Growth & Financial Planner at TFP Financial Planning in Essex, England. In a Nutshell: My business partner, Mitch Anthony, calls it "Life-Centered Financial Planning." Dan Haylett's firm uses the term "human-focused financial planning." However you describe the process, the fundamentals are the same: a growing movement of financial advisors putting people first and prioritizing the relationships they build with their clients over time. On today's show, Dan and I discuss what that level of personalized service looks like, how it's priced, and how he's built a team to support every client on their journey to retirement.

You're 65, time to retire!Why is 65 the date? Who decided this? Mitch Anthony and I discuss the history of retirement and have a discussion about retirement as we know it, and how it is changing. Start building your Financial Life Plan today by visiting: www.stonecitywealth.comGuest Resources Mentionedwww.mitchanthony.comwww.roladvisors.comThe New Retirmentality - BookHost Resources Mentioned Instagram - Adam Jenkins Facebook - Adam Jenkins LinkedIn - Adam Jenkins Twitter - Adam Jenkins Stonecitywealth.com - Sponsor

Mitch Anthony is the author of 17 books for financial advisors, a thought leader, and an impactful keynote speaker. In this episode, we got together to talk about a few flaws in the industry and the missing elements that might be holding some advisors (and their clients) back. ‘Purpose' is central to today's conversations regarding advisors and clients. As you listen to the episode, hone in on your purpose and how you could better guide your clients to finding purpose and satisfaction in their retirements as well. Join us today to learn about these things: There needs to be a balance of purpose and security in retirement. (12:06) Not every opportunity will be good for you. How much is your paycheck costing you? (12:56) Is promoting retirement just a sales point for you? (18:11) If you are an advisor and you're not living a balanced life, you're doing a disservice to your clients. (26:00) RESOURCES Learn more about our guest: https://www.roladvisor.com/ Email: travis@travisparry.com Get Travis' newest book!

Join Dave and Nick as they review another helpful book about financial planning. The New Retirementality by Mitch Anthony. You can save yourself the time of reading the book by listening to this episode instead – or it may spark your interest enough to pick up your own copy. Main Theme: Americans need to re-think […]

Episode Guest: Mitch Anthony, Speaker and AuthorEpisode Description: More than 15 years ago, Mitch Anthony broke through the ceiling of retirement planning with his groundbreaking book, The New Retirementality. He changed the conversation about retirement from one focused solely on money to one focused on purpose.Here are the aspects of an E.P.I.C. retirement:Engagement: If you don't use your body or brain, you lose them.Purpose: Money can fund purpose, but it cannot create purpose.Integration: There needs to be a balance between vacation and vocation.Challenge: Physical, intellectual, and spiritual challenges are the hallmarks of those who continue to thrive as they age.Mitch has been challenging and inspiring people worldwide for close to 20 years with his unique insights into the pitfalls of traditional retirement. Podcast listeners will walk away from this exciting presentation with a new outlook (and vision) of what retirement is.About Mitch Anthony:Mitch Anthony is the founder and president of Advisor Insights and the Financial Life Planning Institute, the leading provider of financial life planning tools and programs for the financial services industry.Mitch and his team have provided training and development for individual advisors and major organizations worldwide for almost two decades. Mitch personally consults with many of the largest and most recognizable names in the financial services industry on financial life planning and relationship development.Mitch is a consistently top-rated presenter who has spoken to groups ranging from 10 to 10,000. He has been named one of the financial services industry's top "Movers & Shakers" for his pioneering work.Mitch is a sought-after expert for the media, a regular columnist for Financial Advisor magazine, and the host of the daily radio feature, The Daily Dose, heard on over 100 radio stations nationwide.Mitch is also the author of many groundbreaking books for advisors and consumers, including perennial bestseller StorySelling for Financial Advisors, cited by Financial Advisor magazine as the number one "must-read" book for financial professionals. Get in touch with Mitch Anthony:Mitch's website: https://www.mitchanthony.com/ Purchase Mitch's book, The New Retirementality: Planning Your Life and Living Your Dreams...at Any Age You Want: https://revolutionizeretirement.com/retirementality Grab our free guide, 10 Key Issues to Consider as You Explore Your Retirement Transition, at https://10keyretirementissues.com/

The best conversations with clients and prospective clients have two things in common: 1) They create trust and connection that allows the person to open up and share information with you that they've likely never shared before 2) They unearth valuable information and stories about the person that provides insights to help them align their … Read More Read More

The best conversations with clients and prospective clients have two things in common: 1) They create trust and connection that allows the person to open up and share information with you that they've likely never shared before 2) They unearth valuable information and stories about the person that provides insights to help them align their money with the life they want to live. Ultimately, they place the life of the client at the center of the conversation.  In this episode, Mitch Anthony shares how advisors can design a discovery process that does just that by learning how to use stories and analogies, asking great questions, and focusing on transitions over goals. We discuss: The best way to motivate someone to save more money A communication skill used by the best communicators of all time His favorite question to get someone to open up and make a connection The "EAR" method for asking questions that elicit the best responses Why transitions are more important than goals in the financial planning process And way more! *For more resources discussed in this episode, check out www.wiredplanning.com/episode45. *For more resources and insights on mastering the human side of money (including our popular "Wisdom Round-Up" email), go to www.wiredplanning.com.

David's Notes:2:33 - Howard Dayton's scripture index for verses on money. https://encour.nl/wp-content/uploads/2015/08/2350-verses-on-money.pdf 3:24 - What is Biblically Responsible investing? Download from my website @ www.theother90.com 5:17 - APA studies on stress from money https://www.apa.org/topics/stress/money “Stress in America” studies by the APA consistently showcase the fact that the majority of Americans rank money as a significant source of stress in their life. 6:17 - Money stress top reason for divorce https://money.renolon.com/divorce-and-money-statistics/ 10:06 Retirement is made up https://catalogimages.wiley.com/images/db/pdf/9781118705124.excerpt.pdf 11:58 - Retirement in the Bible Numbers 8:22-26 (not 28… I was close) https://biblehub.com/esv/numbers/8.htm 12:32 - Seeking of self is not Biblical - James 3:16-17 https://biblehub.com/esv/james/3.htm 15:40 - “The New Retirementality” by Mitch Anthony https://www.amazon.com/New-Retirementality-Planning-Living-Dreams/dp/1119611482/ref=sr_1_2?keywords=The+New+Retirementality&qid=1638598158&sr=8-2 15:53 - Boomerang Retirees https://www.rand.org/pubs/working_papers/WR196-2.html https://www.retireguide.com/guides/working-after-retirement/#:~:text=A%202017%20survey%20from%20RAND,the%20right%20opportunity%20presented%20itself 18:12 - Proverbs 13:22 - A wise man leaves an inheritance https://biblehub.com/esv/proverbs/13.htm A thought provoking excerpt from Randy Alcorn on leaving an inheritance: https://www.epm.org/resources/2017/Mar/10/leave-inheritance-children/ 20:37 - You can be content now Phil 4:11-13 https://biblehub.com/esv/philippians/4.htm#:~:text=11Not%20that%20I,who%20strengthens%20me. 21:35 - Paul on meat sacrificed to idols 1 Corinthians 10 https://biblehub.com/esv/1_corinthians/10.htm 22:03 - Consumership vs Ownership https://www.inspireinvesting.com/post/inspired-investing-an-introduction-to-biblically-responsible-investing 22:52 - Ownership confers responsibility https://www.inspireinvesting.com/post/inspired-investing-an-introduction-to-biblically-responsible-investing 26:09 - Owning Stock vs Used Car - Entitled to profits and vested in the success/continuation https://www.biblicalleadership.com/blogs/how-important-are-the-companies-involved-in-biblically-responsible-investing/ 27:41 - 1 Corinthians 10:31 https://biblehub.com/esv/1_corinthians/10.htm#:~:text=31So%2C%20whether%20you%20eat%20or%20drink%2C%20or%20whatever%20you%20do%2C%20do%20all%20to%20the%20glory%20of%20God.%2032Give%20no%20offense%20to%20Jews%20or%20to%20Greeks%20or%20to%20the%20church%20of%20God%2C%2033just%20as%20I%20try%20to%20please%20everyone%20in%20everything%20I%20do%2C%20not%20seeking%20my%20own%20advantage%2C%20but%20that%20of%20many%2C%20that%20they%20may%20be%20saved 29:51 - Matthew 6:21 https://biblehub.com/esv/matthew/6.htm#:~:text=21For%20where%20your%20treasure%20is%2C%20there%20your%20heart%20will%20be%20also “The Treasure Principle” by Randy Alcorn https://store.epm.org/the-treasure-principle-revised 33:35 - How much should we give? What's the right amount? “God and Money” by Gregory Baumer and John Cortines A helpful walk through a better question to ask about giving. https://www.amazon.com/God-Money-Discovered-Business-Paperback/dp/1628624736/ref=sr_1_1?keywords=god+and+money&qid=1638630278&sr=8-1 34:04 - Psalm 24:1 https://biblehub.com/esv/psalms/24.htm 34:23 - God gives us the ability to even earn wealth Deuteronomy 8:17-18 https://biblehub.com/esv/deuteronomy/8.htm#:~:text=17Beware%20lest%20you%20say%20in%20your%20heart%2C%20%E2%80%98My%20power%20and%20the%20might%20of%20my%20hand%20have%20gotten%20me%20this%20wealth.%E2%80%99%2018You%20shall%20remember%20the%20LORD%20your%20God%2C%20for%20it%20is%20he%20who%20gives%20you%20power%20to%20get%20wealth%2C%20that%20he%20may%20confirm%20his%20covenant%20that%20he%20swore%20to%20your%20fathers%2C%20as%20it%20is%20this%20day 35:35 - Estimated giving in OT (hint… it was more than 10%) Levitical Tithe Leviticus 27:30-32 https://biblehub.com/leviticus/27.htm#:~:text=Instruction%20on%20Tithes,on%20Mount%20Sinai Numbers 18:21, 24 https://biblehub.com/numbers/18.htm#:~:text=21Behold%2C%20I%20have,among%20the%20Israelites.%E2%80%9D Annual Festival Giving Deuteronomy 14:22-27 https://biblehub.com/deuteronomy/14.htm#:~:text=22You%20must%20be,of%20your%20hands Tri-Annual Giving to the Poor Deuteronomy 14:28-29 https://biblehub.com/deuteronomy/14.htm#:~:text=22You%20must%20be,of%20your%20hands 36:28 - Is Tithing OT? 36:39 - Abraham tithing to Melchizedek Genesis 14:20 https://biblehub.com/esv/genesis/14.htm#:~:text=20and%20blessed%20be,tenth%20of%20everything 36:44 - Jacob promised a tithe to the Lord Genesis 28:22 https://biblehub.com/esv/genesis/28.htm#:~:text=22and%20this%20stone%2C%20which%20I%20have%20set%20up%20for%20a%20pillar%2C%20shall%20be%20God%E2%80%99s%20house.%20And%20of%20all%20that%20you%20give%20me%20I%20will%20give%20a%20full%20tenth%20to%20you.%E2%80%9D 38:57 - Christian Giving statistics https://pushpay.com/blog/church-giving-statistics/ 40:00 - Money is dangerous 1 Timothy 6:6-10 https://biblehub.com/esv/1_timothy/6.htm#:~:text=6But%20godliness%20with,with%20many%20pangs 41:51 God raised standards and came to fulfill the law Matthew 5:17-30 https://biblehub.com/esv/matthew/5.htm#:~:text=17%E2%80%9CDo%20not,go%20into%20hell 42:30 - Cheerful Giving vs Compulsive Giving 2 Corinthians 9:7 https://biblehub.com/esv/2_corinthians/9.htm#:~:text=7Each%20one%20must%20give%20as%20he%20has%20decided%20in%20his%20heart%2C%20not%20reluctantly%20or%20under%20compulsion%2C%20for%20God%20loves%20a%20cheerful%20giver 44:52 - People “crash diet” with their budgets 46:07 - Count the cost of your financial and charitable life goals Luke 14:28 https://biblehub.com/esv/luke/14.htm#:~:text=28For%20which%20of%20you%2C%20desiring%20to%20build%20a%20tower%2C%20does%20not%20first%20sit%20down%20and%20count%20the%20cost%2C%20whether%20he%20has%20enough%20to%20complete%20it%3F 47:05 - Life is vapor. We still need to plan, but be prepared to hold it loosely. We're not looking for precision in our speculation, but a trajectory we want to move in. James 4:13-17 https://biblehub.com/esv/james/4.htm#:~:text=13Come%20now%2C%20you,it%20is%20sin 48:11 - Reverse Budgeting… Prioritized spending that removes the need to “calorie count” every dollar … essentially funding priorities up front Reverse Budgeting It's not exactly how I'd define everything, but this article fleshes it out a little more: https://joywallet.com/article/reverse-budgeting/ 50:09 - The Parable of Talents Matthew 25:14-30 https://biblehub.com/esv/matthew/25.htm#:~:text=The%20Parable%20of%20the%20Talents,weeping%20and%20gnashing%20of%20teeth.%E2%80%99 50:28 - Seeking Wise Counsel Proverbs 19:20 https://biblehub.com/esv/proverbs/19.htm Proverbs 20:5 https://biblehub.com/esv/proverbs/20.htm Proverbs 12:15 https://biblehub.com/esv/proverbs/12.htm Proverbs 15:22 https://biblehub.com/esv/proverbs/15.htm Proverbs 16:16 https://biblehub.com/esv/proverbs/16.htm Ecclesiastes 4:13 https://biblehub.com/esv/ecclesiastes/4.htm#:~:text=13Better%20was%20a%20poor%20and%20wise%20youth%20than%20an%20old%20and%20foolish%20king%20who%20no%20longer%20knew%20how%20to%20take%20advice 51:35 - A Christian financial planner is different than a Christian who happens to be a financial planner 55:00 - Storing up treasures in heaven Matthew 6:19-21 https://biblehub.com/esv/matthew/6.htm#:~:text=19%E2%80%9CDo%20not,will%20be%20also 56:33 - The principle of building on rock and not sand… it applies to all areas of our life, including finances. Matthew 7:24-27 https://biblehub.com/esv/matthew/7.htm#:~:text=24%E2%80%9CEveryone%20then,fall%20of%20it.%E2%80%9D 58:33 - Diversification is Biblical Ecclesiastes 11:2 https://biblehub.com/esv/ecclesiastes/11.htm We don't know what will happen in the future, which is precisely why we diversify: James 4:13-17 https://biblehub.com/esv/james/4.htm#:~:text=13Come%20now%2C%20you,it%20is%20sin 59:01 - How to contact David - David@theother90.com www.theother90.com 1:00:04 - What's in your portfolio? Request an Impact Report by emailing David at David@theother90.com This is if you want to see an apples-to-apples comparison of your portfolio and a comparable Biblically responsible portfolio (that screens out companies profiting from pornography, abortion, and other things that are antithetical to the Christian faith.) 1:00:38 - See what's in your portfolio @ www.inspireinsight.com Type in your tickers and see what the companies you're invested in are doing to make a profit (or are donating their profits towards supporting) 1:01:08 - The Other 90 Financial's 3 Founding Principles If you take away anything, let it be these 3 foundational things: God owns it all We're stewards/managers Money is a tool Colossians 3:23-24 - Worship god with your finances by doing it for the Lord. It's really that simple! https://biblehub.com/esv/colossians/3.htm#:~:text=23Whatever%20you%20do%2C%20work%20heartily%2C%20as%20for%20the%20Lord%20and%20not%20for%20men%2C%2024knowing%20that%20from%20the%20Lord%20you%20will%20receive%20the%20inheritance%20as%20your%20reward.%20You%20are%20serving%20the%20Lord%20Christ Founder & Financial Planner Phone: (812) 307-5456 Proud member of Inspire Advisors. Investment Advisory Services are offered through Inspire Advisors, LLC, a Registered Investment Adviser with the SEC. inspireadvisors.com Investment Advisory Services are offered through Inspire Advisors, LLC, a Registered Investment Adviser with the SEC. The Other 90 Financial and Inspire Advisors, LLC are affiliated entities. Inspire Advisors, LLC and its affiliates do not provide tax, legal, or accounting advice. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. You should consult your own tax, legal, and accounting advisors before engaging in any transaction.https://l.facebook.com/l.php?u=https%3A%2F%2Fencour.nl%2Fwp-content%2Fuploads%2F2015%2F08%2F2350-verses-on-money.pdf%3Ffbclid%3DIwAR1jQuDKSonl3mVdoRfrWN8preOOn8NWLcqJE0TznARa2rXsLXEJDH78bnw&h=AT2eXkieN98crtBYtk4-CBKvkAfd3U0MD7IFpscW7KeSogON2hMlK0BwUHHC_Wawn8ICwHgOoy9ukpbXmcZ5-LS-MIl3GVIAQJPyjlEVDFmpAH12KPXLDcVBwIa3v5TUscw

Most advisors effectively handle the money question. Few are adept at handling the emotion question. In this discussion, retirement expert Mitch Anthony and Steve Sanduski, CFP® show how you can become your client's retirement coach and help them navigate this tricky transition to retirement. For the full presentation, please register for our free webinar on June 29 at 2:00 ET.  To register, visit: https://us02web.zoom.us/webinar/register/WN_bkodSXOASbyT0eTyIBH4wg   This program has been accepted for one hour of CE credit from the CFP Board and for one CE hour toward the CIMA/CIMC/CPWA designations.

In Episode #13 of Mindset Mastery, “Hard Times Call for Soft Skills,” best-selling author and long-time leader of the Life Centered Financial Planning movement, Mitch Anthony, talks with Mindset Mastery host Marie Swift about resiliency, positive psychology, and how financial advisors can better connect with and serve their clients. In a nutshell: Mitch says the characteristics that leaders demonstrate in times of chaos and uncertainty include empathy, deep listening, and a calm, reassuring countenance. Focusing on others allows us to get outside of our own fears and concerns, find and meet needs, and truly be there for people. Feeling the need to have an answer gets in the way of hearing what is being said and felt by the other person. He encourages us to recognize both the uniqueness and the singularity of the moment, as this moment will never repeat itself again. There are dozens of golden nuggets in this important conversation. Take a listen and share this episode with someone who'd benefit. Check out the tools, books and resources that Mitch has developed for financial planning practitioners at www.MitchAnthony.com and www.ROLAdvisor.com. Brought to you by NAPFA - the National Association of Personal Financial Advisors - the country's leading professional association of Fee-Only financial advisors. Learn more about NAPFA at https://www.NAPFA.org

We are wrapping up 2020 this week with 2 more great shows in store for our dedicated viewers. We would love to thank everyone who has supported us this year and are excited to bring you an even better product in 2021 and beyond. Joining us this Tuesday 12/15 at 9pm EST is Mitch Anthony. Mitch is the President and CEO of MAD Creative Solutions. MAD is a media and production company that has worked with corporations in sports music and more. We are excited to talk to Mitch about what he has going on at MAD and also dive into his love for sports. As we get ready to take a few weeks off for The Fan Experience please feel free to follow us and DM us with any ideas you would like to see us add in for 2021. 2021 will be filled with a lot more fun than this year has allowed us to have. We will be coming to you when we go on the road and we are excited to meet all of our fans in person.   Please don't miss out on your last chances to sign up to Playing The Field while it is still in beta. Join our sports fan community now at PlayTheFieldDating.com to connect with sports fan that understand and share your sports fan lifestyle. Sign up now to buddy up, recruit teammates or Find Your MVP!

Mitch Anthony is a serial entrepreneur who’s been an illustrator, designer, web developer, design director, and creative director. DBA as MADworks, MADinteractive, Get MAD Gear, and Anthony Illustration in Silicon Valley, his clients included high tech, entertainment, and consumer products and services. MADworks.com, the original since launching 11/15/95. Mitch's Instagram - https://www.instagram.com/realmitchanthony/ Mitch's LinkedIn - https://www.linkedin.com/in/mitchanthonyceo Mitch's Facebook - https://www.facebook.com/madcreativellc Mitch's Twitter - https://twitter.com/mad_enterprises Mitch's Website - http://madenterprises.com/ Thanks for listening! Leave us a 5-star review on Apple Podcasts and let us know what you thought of this episode! Brady Morgan's Instagram - https://www.instagram.com/bradymorgan_/ Entrepreneurism's Facebook - https://www.facebook.com/entrepreneurismpodcast Entrepreneurism's Website - https://www.entrepreneurism.show/ Book your virtual assistant demo call - www.vastaffing.agency


Josh Cutler of Bluestem Financial Advisors, LLC talks with Marie Swift on why he is proud to be a member of the Alliance of Comprehensive Planners (ACP) and how he and the ACP annual conference task force planned for and shifted to a virtual event once the pandemic became a reality in 2020. The conference takes place over 3 partial days: Oct 28, 29 and 30, 2020. Marie Swift is speaking on the power of persuasion. Mitch Anthony, Bob Keebler, Natalie Choate and Susan Bradley are also speaking. Only $295 for any interested financial advisor - you do not need to be an ACP member to attend. Lots of CEUs, too! Learn more at 2020.ACPlanners.org/Registration

Having enough money isn't enough. On Today's Podcast we're joined by author of the New Retirementality, Mitch Anthony, to discuss Return on Life; a tool that helps us identify and explore your values and priorities and a philosophy that puts your life, not just your money, at the center of the conversation.  We'll also be raffling off  copies of Mitch's Financial Lit Kit! A series of children's books for ages 5-10 year's old. For your chance to win, email us at podcast@dhgwa.com and tell us what lesson do you hope your children or grandchildren will learn about money? All entries must be received by Friday, May 22nd. Good luck! Transcript:  DHG Wealth Advisors Podcast Episode 10: Mitch Anthony and Return on Life  

Drew is joined by Mitch Anthony to discuss the new mindset that is needed in order to retire in the 21st Century.

On this special bonus podcast episode, I'm doing something I've never done before: republishing someone else's podcast. I think you're really going to enjoy this episode of the Top Advisor Marketing Podcast, hosted by Matt Halloran and featuring guest Mitch Anthony. This was a really fun listen for me because I go back a long way with both of these guys. Matt was one of the best coaches we had when I was running Peak Advisor Alliance. And Mitch is my business partner in ROL Advisor, our online platform that's helping advisors refocus the planning conversation on people's lives, not just their money. And that idea is at the heart of Mitch's conversation with Matt. They do a real deep dive into how advisors can use the discovery process to reveal the client's story and understand how significant life experiences have shaped the client's relationship to money. In addition to discussing how ROL Advisor builds out that initial storytelling into an engaging client experience, Mitch and Matt also talk about: How to guide clients towards an empowering decision-making mindset that makes them feel more in control of their planning. What kinds of questions you can ask to help clients connect their means to a sense of meaning. Why dialogue is more powerful than monologue. What the true purpose of money is. How to get more comfortable and more adept at helping clients manage the emotional side of financial life transitions. How to pull all of the above together to create a value proposition that's truly valuable to clients and prospects. A big thanks to Matt Halloran and the team at Top Advisor Marketing for letting me share this insightful conversation.

Named as one of the top “Movers & Shakers” in the financial services industry, Mitch Anthony has been creating innovative discovery approaches for advisors for over twenty years.  In this episode, Matt speaks with Mitch Anthony, the founder and president of Advisor Insights Inc and co-founder of ROL Advisor. Together, they discuss the power of using storyselling to guide your clients into a decision-making mindset, the value of practicing life-centered planning™, and why it’s the advisor’s job to build the bridge between clients’ means and meaning. In this episode, you will learn: About Mitch’s “accidental tourist” introduction into financial services  Why it’s problematic to view money as being more than just a utility The importance between having a monologue and dialogue with your prospects How Mitch helps advisors with the emotional aspect of transitioning from money-centered planning to life-centered planning And more! Tune in now to learn about Mitch Anthony’s groundbreaking approaches to client discovery! Resources: Top Advisor Marketing | Mitch Anthony | Life Centered Planners | ROL Advisor | ROL Advisor’s Email | Books by Mitch Anthony | Mitch Anthony's LinkedIn | Steve Sanduski's LinkedIn Brought to you by: Iris.xyz 

What does the abbreviation GUM and DUM stand for? And how will it shape the new world of advice? I highly recommend you tune into this episode, where we chat with US-based Mitch Anthony. Mitch is recognised around the globe for his pioneering work in life-centred planning and we were lucky enough to catch up with him whilst on tour. Mitch explains why money-centred advice is self-limiting and guides you on how to develop a dialogue path that creates deeper connections and long-lasting client relationships.

Sometimes a client comes into our office and thinks the way that we plan for retirement is kind of strange. Before we get into the weeds, I often want to talk about what money was like for them growing up, as well as what retirement really means to them. These clients ask, “When are we going to get to tax strategies? When are we going to get to income strategies?” We discuss all of those things, of course, but much of the philosophy behind how I help clients plan for retirement comes from the teachings of Mitch Anthony. I’ve been inspired by Mitch since I was in high school. Mitch is the author of many books, including The New Retirementality: Planning Your Life and Living Your Dreams at Any Age You Want. I’ve been following his work for decades, gifted his books dozens of times, and I’m honored to have a chance to interview him. Mitch joins the podcast today to discuss how he helps his clients find purpose in life as they plan for retirement, how changing attitudes toward aging has affected people in mindset, health, and longevity, and how to find a sustainable balance between vocation and vacation - no matter what stage of life you’re in.   Please note: For this special giveaway of Job Optional*, we do not currently offer international shipping. Residents outside of the U.S. may obtain a copy of Job Optional* via eBook format upon request to info@howardbailey.com.   Show Notes: RetireWithPurpose.com/88 Rate & Review the Podcast: RetireWithPurpose.com/review Weekly Retirement Newsletter: RetireWithPurpose.com/weekend-reading   Disclosure:  Investment Advisory Services may be offered through Howard Bailey Securities, LLC, a registered investment advisor. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. The CLU® mark is the property of The American College, which reserves sole rights to its use, and is used by permission. Howard Bailey Financial is a registered trademark of Howard Bailey Financial. All rights reserved. Howard Bailey does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance. Not associated with or endorsed by the Social Security Administration or any other government agency. 

Een verslag van de werkreis naar BACK2Y in Birmingham. Het congres voor lifestyle financial planning in Engeland. Je hoort sprekers Matt Anderson (www.matt-anderson.com), Andre Noveas (www.lipefp.com.br), Bob Veres (www.bobveres.com), Mitch Anthony (www.mitchanthony.com), Michiekl van Vugt (www.michielvanvugt.com) en elke deelnemers! Kijk op www.nnek-kennis.nl voor het getypte reisverslag. Ps. sorry voor het slechte geluid, maar we hebben ons best gedaan. Meer informatie over

***This episode is a corrected copy of yesterday's show that had audio glitches around the 33 minute mark during the Bears segment First, a little show news, farewell but not goodbye as Anthony and Bart talk about what's next for the show. 4:08 Cubs on the road again 21:30 A look at division and wild card races around MLB 31:20 Tom Petty leads us into a little Bears talk, Bart: how good is Mitch? Anthony: how good do we need him to be? Follow the show on Twitter @3sportsnutspod Follow the show on Facebook @3sportsnutspod Email the show at 3sportsnutsinapod@gmail.com

First, a little show news, farewell but not goodbye as Anthony and Bart talk about what's next for the show. 4:08 Cubs on the road again 21:30 A look at division and wild card races around MLB 31:20 Tom Petty leads us into a little Bears talk, Bart: how good is Mitch? Anthony: how good do we need him to be? Follow the show on Twitter @3sportsnutspod Follow the show on Facebook @3sportsnutspod Email the show at 3sportsnutsinapod@gmail.com

What is your Retirementality? In today's episode of Money & Meaning, Jeff and Mike welcome special guest Mitch Anthony, a pioneer in the financial life planning movement and author of The New Retirementality. Join us as Mitch shares his perspectives on the true definition of work, and how rethinking the “artificial finish line” of retirement can transform your life—no matter what your age today.

My guest today trains and coaches financial advisors on how to ask the right questions in order to have better conversations with clients. Mitch Anthony is the co-founder of ROLAdvisor, a coaching community that helps practices transform into Life-Centered Planning firms. With his truly unique gift for finding the right words for effective client conversations, Mitch describes the value of financial planning itself based on six principles that all advisors should take into account. In this episode, we talk about the real value that financial advisors provide, as well as the best way to communicate this to clients and prospects. Listen in to hear Mitch’s advice for effective client conversations, the problem with the traditional focus of benchmarking an advisor’s return on investments, and why he is more focused on providing what he calls a “return on life.” For show notes and more visit: https://www.kitces.com/91

This is a presentation I delivered with Mitch Anthony. In it, we: 1. Share 3 new client dialogues that will completely differentiate you from all other advisors. 2. Show you why the current investment-focused planning model is broken and a new model that will replace it. 3. Show you how to future-proof your business from low-cost competitors and encroaching technology. The industry is shifting from an investment-focus to a life-centered planning focus. These 3 dialogues pave the path for you to have meaningful conversations with your clients that go beyond what the market is doing. Ultimately, money is just a tool to help clients live a better life. These dialogues equip you to facilitate that life-centered conversation so your clients can live the best life possible with the money they have. 

Austin, Candice, John, and Tim talk with special guest Mitch Anthony about the concept of retirementality. Originally aired 6/16/2018

Historically, the financial advisory business has been about a story of numbers. Today, it’s about a number of stories, say Mitch Anthony. Of course, good advisors always knew that viewing our industry as a matter of number-crunching was just a fairy tale. And today, revolutions in technology and an aggressive marketplace have made that fairy tale ancient history. Instead, pioneers in life-centered financial planning, like noted author and speaker Mitch Anthony, want to refocus our industry on a different story: the client’s. How? By having better conversations that take place where money and life intersect.

We're super excited to be hosting today's guest, Mitch Anthony, because he's also going to be our keynote speaker at #XYPN17 this year! Mitch is a communication guru and longtime advisor of financial advisors - and he's got a great system for getting to the root of clients' needs.  In this interview, Mitch shares how he stumbled into the financial planning industry and how he applies storytelling principles to working with advisors and clients alike. He also details the importance of understanding a client's history, transitions, principles, and goals (though he prefers the term possibilities). You can find show notes and more information by clicking here: www.xyplanningnetwork.com/104

Can you really fail in retirement? For most people, retirement is that time on the horizon when you get to do what you want, when you want. But surprisingly, it's not all that uncommon for people to retire only to go back to work or face other unexpected negative events that occur which people are not prepared for. You spend a boatload of time planning the financial side of retirement (at least we hope you did). But how much time do you spend planning how you'll spend your time. In this episode, we share ideas from an intriguing presentation given at NAPFA National 2016 where Mitch Anthony spoke about his new book The New Retirementality. He describes 10 components in the "Return on Life Index" he developed. This index details all the other areas you get a return in life that you may not regularly think about through those lenses. This includes your contribution after work, leisure, health, education, and relationship building opportunities. Remember, you don't stop investing after you stop working. You just find different areas of your life to invest in, besides your portfolio. Take a listen to find out more of what we learned during Mitch's presentation. Ways You Can Fail at Retirement Facts that back up our claim that many people fail at retirement 4 Key Success factors that have been found to result in a successful retirement. Resources to help you as you decide if and how to retire. Facts and Links Mentioned In the Show For those over 65, the official number of suicides is 14.9 out of 100,000 people per the Centers for Disease Control and Prevention. These numbers for over 65 may be under reported as overdoses are assumed to be an error. In 2014, people over 50 were twice as likely to get divorced than in 1990. The book Your Retirement Quest: 10 Secrets of Creating and Living a Fulfilling Retirement by Alan Spector and Keith Lawrence Retirement Mythbusters Presentation Two Questions to Help Avoid Failing at Retirement Think through how are you going to spend your time? Secondly, how are you going to pay for it? Connect With Chad and Mike https://www.financialsymmetry.com/podcast-archive/ Connect on Twitter @csmithraleigh@TeamFSINC Follow Financial Symmetry on Facebook Subscribe To This Podcast Apple Podcasts Spotify Google Podcasts

Are you maximizing your Return on Life? If you could categorize your life satisfaction into 10 dimensions and then start making intentional decisions to become happier and more fulfilled in each area, would that be worth spending some time on? Last episode we introduced the concept of Return on Life (ROL) and today we're going to discuss the 10 dimensions of the Return on Life index. By understanding what these 10 components are, rating your satisfaction in each area, then making a decision on what you'll do to “get happier” in that area, you'll live a much more fulfilling life. This is Part II of our conversation with author and retirement expert Mitch Anthony. Often times people get so busy just keeping up with the day-to-day stuff of life that they let life happen to them as opposed to living their life by design. Today's conversation is an opportunity for you to consciously think about what's working and what's not working in your life so you can make a change for the better and maximize your Return on Life. At Keen Wealth Advisors we take a “whole person” approach to working with our clients. We view money as a tool to help our clients live life on their terms. Let's dive in and see how you can use the money tool to get a better Return on Life.  

Most financial people talk about return on investment. Today, we're going to talk about “return on life” with author and retirement expert Mitch Anthony. Mitch describes return on life in a couple ways. First, it's about getting the best life you can with the money you have and second, it's about managing your money in a way that improves your life. This is Part I of a two-part show on how to significantly increase your “return on life.” Imagine a picture of a sailboat whose sail is made out of a dollar. Mitch says money is simply a utility that we skillfully manipulate in order to navigate. As you picture that sailboat, it's important to realize that money is not the shore we're headed toward. It's not the sea we sail upon. And it's not the vessel upon which we sail. It's simply a utility we use to help us live our most meaningful life. Our guest Mitch Anthony is the founder of the Financial Life Planning Institute, the author of multiple books, widely published in financial periodicals, an international speaker, and the host of a syndicated daily radio feature, The Daily Dose.

Foundations of a Purpose-Filled Retirement with Mitch Anthony – 4-16-16 | Mind Body Spirit Living We often become so immersed in the pace of our daily lives, that we don’t take the time to pause and reflect on what will fill our days with passion and purpose when we transition out of the world of “work.”  Have you considered what will inspire you in your 50’s, 60’s and even 70’s?  The foundations of a purpose-filled retirement can and should be considered now, to have the time to build your vision of that vibrant phase of life.  Join us this week as we speak with a leading industry expert, whose message will inspire you to see your retirement in a new way. Mitch Anthony is the founder and president of Advisor Insights and the Financial Life Planning Institute, the leading provider of financial life planning tools and programs for the financial services industry. For almost two decades, Mitch and his team have provided training and development for both individual advisors and major organizations throughout the world. Mitch personally consults with many of the largest and most-recognizable names in the financial services industry on both financial life planning and relationship development. Mitch is a consistently top-rated presenter who has spoken to groups ranging from 10 to more than 10,000. He has been named one of the financial services industry’s top “Movers & Shakers” for his pioneering work. Through the Institute, he has partnered with Texas Tech University, the University of Georgia, and Utah Valley University to develop financial life planning programs for their undergraduate programs. Mitch is a sought-after expert for the media, and a regular columnist for Financial Advisor magazine. His columns have appeared on CBS MarketWatch and in the Journal of Financial Planning. His original comic strip “Stanley Brambles, CFG (Certified Financial Guru)” appears monthly in the print edition of Research magazine. Mitch is also host of the daily radio feature, The Daily Dose, heard on over 100 radio stations nationwide. Mitch is also the author of many groundbreaking books for advisors and consumers, including perennial bestseller StorySelling for Financial Advisors, cited by Financial Advisor magazine as the number one “must-read” book for financial professionals. His other books include The New Retirementality (now in its 4th edition), Defining Conversations, From the Boiler Room to the Living Room, The Financial Professional’s StoryBook, Your Clients for Life, Your Client’s Story, Selling with Emotional Intelligence and The Financial Lit Kit (The Cash in the Hat,The Bean is not Green, and Where Did the Money Go?). For more information about Mitch Anthony, please go to http://www.mitchanthony.com/index.htmlhttp://www.mitchanthony.com/index.html  

The concept of retirement has changed dramatically over the past couple decades. Has your retirement planning changed with the times? Effective planning starts with understanding a client’s story and what their money is for. Are you asking the right questions? Are you helping your clients find “meaning” and not just “money?” Are you aware of the 67 life transitions that your clients might go through? Do you have planning solutions for each of those 67? Are you familiar with the four deadly fears and how they relate to living a fulfilling life? Mitch Anthony and I discuss these ideas and a few more in this episode of Between Now and Success.

The Moneywise Guys Full Program Monday, May 19th Moneywise Hosts: David Anderson & Garro Ellis Guests Include: Kyle Jones, Attorney Mitch Anthony, President of Advisor Insights Inc.and Financial Life Planning InstituteAuthor of "The New Retirementality"

Mitch Anthony, a thought leader in the areas of retirement and financial life planning as well as the author of the ground-breaking classic The New Retirementality: Planning Your Life and Living Your Dreams…at Any Age You Want, views the traditional approach to retirement as a failed, outdated social experiment and urges us to think about retirement in a totally new way – to develop a New Retirementality attitude. In this interview, Mitch discusses the origins of traditional retirement and explains why it no longer works. He also explains what it means to have a New Retirementality attitude and talks about why financial planning today should focus on maximizing our Return on Life™ rather than our Return on Investment. Mitch also shares his views on the changing role of work in retirement.

Mitch Anthony, a thought leader in the areas of retirement and financial life planning as well as the author of the ground-breaking classic The New Retirementality: Planning Your Life and Living Your Dreams…at Any Age You Want, views the traditional approach to retirement as a failed, outdated social experiment and urges us to think about retirement in a totally new way – to develop a New Retirementality attitude. In this interview, Mitch discusses the origins of traditional retirement and explains why it no longer works. He also explains what it means to have a New Retirementality attitude and talks about why financial planning today should focus on maximizing our Return on Life™ rather than our Return on Investment. Mitch also shares his views on the changing role of work in retirement.

#146: Mitch Anthony joins me in a discussion about redefining retirement. His book, , helps us understand this relatively new word.  Resources can be found at