Retirement Worry Analysis (RWA)

Worry is a natural part of our human existence but can complicate post-career or retirement life. The Retirement Worry Analysis (RWA) is an assessment tool to help identify financial, personal, and medical concerns the average retiree faces as they age.

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?

Time-Optimized Job Interviewing – Part 3 Control

🚨 Why You Might Be Losing Control in Job Interviews 🚨

You’ve prepared thoroughly.

You’ve executed your plan.

But what happens when the interview takes an unexpected turn?

In the final installment of the Time-Optimized Job Interviewing series, I share a personal story of a moment when I lost control in an interview—and how it cost me the job.

In this article, I outline key strategies for maintaining control, from structuring responses to redirecting conversations and reinforcing your value after the interview.

💥 If you’ve ever felt like you were “always the bridesmaid, never the bride” in the interview room, this one’s for you.

Time-Optimized Job Interviewing – Part 2 Execution

💥 You don’t rise to the level of your resume. You fall to the level of your preparation and execution. 💥

I watched a candidate literally RUN out of an interview. Not because they weren’t smart.

📌 Interviewing is a PERFORMANCE.

📌 You’ve got limited time to show what you’ve got.

📌 And if you’re Googling answers mid-interview… it’s already over.

Stop winging it. Start executing with intent.

🔥 Want to crush the next opportunity?

In Part 2 of my series, I break down the EXECUTION phase of a job interview.

You’ll learn:

✅ How to compartmentalize tasks under pressure

✅ How to focus when it feels like chaos

✅ Why “protected time” might be your interview superpower

💡 Most people prepare for the interview like it’s a conversation. It’s not. It’s a controlled test of how well you use your time.

Let’s stop guessing and start dominating. Time-optimization isn’t optional—it’s everything.

📖 Read the full article.