Social Network Audit (SNA)

Getting a little clarity on the important post-career relationships.

The Longevity Risk is Real

💡 Longevity risk isn’t a theoretical math problem anymore—it's a personal lifestyle challenge.

If you thrive well into your 90s, will your money and your daily routine thrive with you?

Quick gut-check:

🏃‍♂️ Live actively, not expensively🏠 Downsize on your terms, before it’s urgent💼 Keep a “purpose paycheck” (consulting, projects, side gigs)

I unpack how smart lifestyle design and financial strategy work together to neutralize longevity risk in my latest article.

Take a few minutes to read that could add ten years of breathing room to your plan.👇

Pre-retirees Are Confused, Not Committed

Most people aren’t afraid of retirement. They’re afraid of not knowing what they’re retiring to.

Flo had the savings. She had a great advisor. But she still couldn’t move.

Why?

Because her vision was fuzzy.

And fuzzy vision = indecision.

Financial plans mean NOTHING if your clients can’t picture how they’re spending their Tuesday mornings post-retirement.

🧠 This is where real advisors step in.

Stop just being the money person.

Start being the clarity person.

👉 Ask better questions.

👉 Build their lifestyle plan.

👉 Help them design a LIFE worth funding.

I wrote this article because too many pre-retirees are stuck in neutral, not from fear—but from a lack of purpose.

Let’s fix that.

Strengthening Your Social Life Before You Hang Up the Work Mouse

💬 “I didn’t expect retirement to feel this… quiet.”

I hear this far too often.

Working with individuals preparing for retirement, I’ve learned that the biggest threat to a fulfilling post-career life isn’t money—it’s isolation.

We spend decades building relationships around our work. Then suddenly, they’re gone—and many retirees don’t know how to rebuild.

In my latest article, I share why connection planning needs to be part of every retirement strategy—and how to create a “relationship budget” alongside your travel and healthcare plans.

✅ A 3-year rolling travel calendar

✅ A family connection fund

✅ A friendship capital plan

✅ “Connection rehearsals” you can start now

If you're five years or less from retirement—or helping clients who are—this is a conversation worth having.

👥 Relationships are the real return on investment.

Why Robo-Advisors Will Never Replace Emotional Intelligence

💡 Robo-advisors may manage money—but they can’t manage meaning.

AI is fast, efficient, and undeniably impressive. I use it daily. But as automation grows, advisors are facing a new kind of competition—not just other humans, but algorithms.

🔍 The real question: Where does that leave financial professionals?

➡️ It leaves you in the one space AI can’t touch: emotional intelligence.

In a recent article for Rethinking65, I explore why advisors must become “thinking partners,” not just money managers. Lifestyle planning, identity shifts, grief, purpose—these are human conversations that dashboards can’t deliver.

✅ Embrace the machine.

✅ Provide the emotional intelligence it lacks.

✅ Focus on Return on Experience (ROE), not just ROI.

📖 "Why Robo-Advisors Will Never Replace Emotional Intelligence"

Plan for a life well-lived.

Time is a Dojo: Learn to Enter, Focus, and Leave with Intention

🥋 Time is a dojo—are you showing it the respect it deserves?

In martial arts, every session begins with intention:

✅ Bowing in to leave distractions behind

✅ Listening to your Sensei

✅ Respecting fellow students

✅ Controlling your movements

Why don’t we do the same with our time?

Too often, we start our workday mid-scroll…

…or never truly “leave” at the end of it.

Our calendars are reactive, not disciplined.

Our focus? Fragmented.

In my latest article, I explore how martial arts etiquette offers a surprising blueprint for time mastery.

📖 Read it.

💭 Then ask yourself—when was the last time you bowed in to your day?