⌚Providing senior business professionals with a post-career lifestyle strategy of purpose, fulfillment, ease and joy. ⏳Start your journey by taking the Retirement Time Analysis (RTA) Lifestyle Quiz.
https://infinitylifestyledesign.com/rta/
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Climbing or Descending? Navigating the Boomer Stairway to Retirement
Published 3 months ago • 2 min read
The Time-Optimized Newsletter
Helping move time from finite to infinite (issue 168)
Climbing or Descending? Navigating the Boomer Stairway to Retirement
The Boomer Stairway is coming—and it’s going to reshape the financial industry.
Over the next 10 years, more than 70 million baby boomers will transition into retirement.
That’s 10,000+ people every day, creating a massive demographic shift that financial advisors cannot afford to ignore.
A retirement surge that peaks around 2030, when all boomers will be age 65 or older.
👉 This isn't just a volume issue—it’s a service model challenge.
Advisors must evolve from investment managers to retirement lifestyle architects, guiding clients through decades of decumulation, healthcare planning, and life transitions.
Tools like Retirement Time Analysis (RTA) help break retirement into meaningful phases, aligning financial strategies with how people actually live and age.
✅ For those willing to adapt, this is a once-in-a-generation opportunity to lead with empathy, insight, and value.
The Retirement Time Analysis (RTA) provides time benchmarks to help you understand the the impact that retirement will have on your approach to life should you choose to stop working.
Stop Letting Your Day Collapse: Try This Simple Bookending Strategy
My wife, a pastor, has a vast collection of books. (Yes, the stereotype is true! Theologians have a lot of books!)
As her library grew, bookends became essential – simple tools to maintain order and prevent chaos. This got me thinking: why not apply the same principle to our workdays?
Just like bookends keep books upright and organized, “bookending” your day with intentional morning and evening routines can transform your productivity and well-being.
In this article I highlight 5 activities you can do to better control your time during the day.
Begin with Intention, Not Reaction
Create a Physical and Mental Transition Ritual
Implement Strategic Afternoon Closure
Generate a Shut-Down Sequence
Bridge Work and Personal Life with a Buffer Activity
The phase “production before perfection” has been a proverb for many years. Are you stuck in the endless cycle of planning, tweaking, and never launching?
For 15 years, I’ve carried one powerful phrase from Tony Jeary’s Strategic Acceleration that focused my approach to my career: “Production before perfection.”
This simple concept has saved me from:
- The paralysis of overthinking
- The anxiety of never feeling “good enough”
- The burnout of chasing flawlessness
I’ve discovered that embracing imperfect action creates more quality time, reduces stress, and generates real progress.
The most common question I ask myself now? “Why didn’t I start sooner?”
I’ve outlined 10 practical strategies to help you shift from perfectionism to productivity without sacrificing quality.
⌚Providing senior business professionals with a post-career lifestyle strategy of purpose, fulfillment, ease and joy. ⏳Start your journey by taking the Retirement Time Analysis (RTA) Lifestyle Quiz.
https://infinitylifestyledesign.com/rta/
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