Retirement plans are unique to individuals. Circumstances vary wildly, from financial position to personal goals to where you choose to live. So don’t think we think our plan will work for anyone other than us. To be honest, it’s a big assumption our plan will work at all

I do have a core philosophy: own the plan. I get the temptation to “have a guy” that sorts it all out. There’s a ton of complexity, misinformation, and uncertainty. There’s no real way to know if you’ve got it figured out or if you’ve got it all wrong.

The thing is, that ambiguity is true for novices and experts alike. Nobody can predict the market or inflation much less your health. So my answer is to own the plan: know the details, follow the math, and make informed guesses. Seek the counsel of experts but don’t expect them to decide where your money goes or how you should live. It’s your retirement and you (and your family) have the biggest stake in a positive outcome!

This core philosophy will drive the content of this blog. I hope the posts here will help you own your plan. Even if you prefer to let “your guy” run the show, I hope our posts will provide you with some confidence-boosting conversation starters.

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