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Make Your Money Matter

May 14, 2021

Knowing your financial goals and how to reach them are some of the basic concepts for planning a happy and healthy retirement. And while it might not be at the top of your list now, having a financial plan is what sets you up for success later (so that you can live by your standards). 

And if you don’t have any goals or a plan in place, simply ‘hoping’ for a fulfilling retirement won’t get you there. In fact, it works the opposite end.

In this episode, I discuss your most successful financial plan for a stress-free retirement (without penny-pinching or running out too early). 

Show Highlights Include:

  • What the ‘Harvard Graduates’ study says about your current financial plan (or what happens if you don’t have one). (0:52)
  • Where you fall in the three categories of retirement planning  - and what this instantly reveals about the ‘junk drawer’ of your finances. (5:23)
  • Why you need to use the ‘Atomic Patterns’ theory in the conversations you have with financial advisors today. (10:13)
  • Why treating finances like your favorite sports team is the only way to live a comfortable retirement. (15:26)

To schedule your complimentary retirement track review, head to You can also call us at 805-410-5454 or text the word ‘TRACK’ and we’ll reach out to you.