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SUCCESS IS A BAD METRIC
Measuring success by outcomes seems reasonable. The problem is that optimizing for the metric often moves you away from what the metric was supposed to give you.
THE PROBLEM WITH SUCCESS
Most people have a definition of success. The question is whether they chose it — or inherited it from someone else without realizing it.
YOUR VALUES AREN'T A FREE PASS
Knowing what you value is necessary. It's not sufficient. Every value exists alongside other values that constrain it — and choosing between them is the real work.
ARE YOU DOING WHAT MATTERS?
Most people would say they know what matters to them. Ask them to describe a typical Tuesday, and a different picture emerges. Here's a framework for closing the gap.
YOU DON'T HAVE TO WAIT
Most people think of retirement as the moment life finally opens up. Some defer everything until then. The windows exist now — you just have to recognize them.
TAKE ADVANTAGE OF YOUR GO-GO YEARS
Most people worry about running out of money. Fewer worry about running out of time. Fewer still think about running out of health. There's a window when all three align.
RETIRING TOGETHER
Retirement is one of the biggest transitions a couple will navigate together. The financial plan accounts for two people. The life plan rarely does.
