Work/Life Balance (WLB Analysis)

Get clarity on where you can gain greater professional and personal flexibility.

A "Born-Again" Post-Career Life

Can you be born again after your career ends?

My mom’s financial advisor used to tell her:

"Karen, you’re not using much of your retirement portfolio. There are so many things you could be doing."

As her health declined, the chance to embrace new experiences slipped away.

More than five years after her passing, I find myself reflecting:

What if she had seen retirement as a new beginning — not just the end of work?

In life, we often stick to what we know. Comfort zones. Familiar routines.

But what if post-career life could be a time of rebirth — a chance to redefine your identity, shift your mindset, and live with intention?

In this latest article, I explore:

• How to let go of your old career identity and embrace a new purpose.
• Why fulfillment (not just achievement) should guide your next chapter.
• How to design your time intentionally, for joy, curiosity, and growth.

💡 It's not too late to be born again. The best version of you might still be ahead.

Click to read more:

Conduct a Social Network Audit

⏰ “Sorry I’m late.”

How many times have you said it this past week?

We live in an age with more ways to communicate than ever before — and yet, it feels like we’re constantly apologizing for missed calls, late arrivals, or running behind. Why?

Because how we manage our time is directly tied to how often we feel the need to say sorry. We can become victims of our own time.

In this piece, I explore the connection between apologies and time mismanagement, and share 5 simple strategies to reduce “I’m sorry” moments by using your time with more intention.

Whether you're a professional, a retiree, or somewhere in between — fewer apologies start with better boundaries.

Conduct a Social Network Audit

💬 "Who will still be in your life 10 years from now — and what will it take to keep those relationships strong?"

Financial advisors guide clients through wealth strategies and retirement projections. But are they also helping them protect one of their most overlooked assets?

👉 Their social network.

More than 14 million older adults in the U.S. experience social isolation — and the health, cognitive, and even financial consequences are real.

In my piece for Rethinking65, I explore how a Social Network Audit can become a powerful part of your retirement planning process.

✅ Reduce client isolation

✅ Strengthen loyalty

✅ Deliver life-centered value

Retirement isn’t just a numbers game — it’s a lifestyle shift. Let’s help clients retire with connection, not just a portfolio.

My Evolved View of Organization

Organization is in the eye of the beholder.

A neat freak and a creative chaos enthusiast walk into a home office... and they're married! 😊

For years, I believed organization meant a pristine desk and perfect filing systems. Then my wife taught me a valuable lesson: efficiency isn't always visible to the eye.

While my meticulously organized office looks Instagram-ready, she can locate any document in her 'chaotic' space within seconds. Meanwhile, I'm still checking my third file folder... 🤔

Here's the truth I learned: Organization is in the eye of the beholder. What matters isn't how your space looks, but how effectively you can work within it.

Read my full article to discover:

• Why traditional organization methods might be slowing you down
• The fascinating psychology behind different organizational styles
• Practical tips for staying productive in ANY workspace

Take a deeper look.