Dream Retirement Column

NIKE, Just do it.

5 Principles to Restore Order and keep you well! Number Five – NIKE, Just do it. Jim Rohn, an American entrepreneur in his rags to riches story said it this way. Don’t let your learning lead to knowledge or you will become a fool. Let your learning lead to action and you can become wealthy.”…

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Get an Integrated Blue Print, aka Business Plan for Life Part 2

5 Principles to Restore Order and keep you well! Number Four – Get an Integrated Blue Print, aka Business Plan for Life Part 2 An integrated blueprint or business plan for life will detail what you have including obstacles seen and unseen along with what you need, opportunities available to you to help you meet…

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Get an Integrated Blue Print, aka Business Plan for Life Part 1

5 Principles to Restore Order and keep you well! Number Four – Get an Integrated Blue Print, aka Business Plan for Life Part 1 Having a plan with the flexibility to deal with changes and life issues is critical, this is the cornerstone of planning. We call it a business plan for life. This strategy…

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Find a Specialist

5 Principles to Restore Order and keep you well! Number Three – Find a Specialist (or two) The book, Three Cups of Tea is about a mountain climber who was inspired by an encounter with impoverished villagers to build schools in Afghanistan and Pakistan. You may wonder how this relates; let me explain. With most…

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Begin with what’s Important

5 Principles to Restore Order and keep you well! Number Two – Begin with what’s Important In Steven Covey’s book, The 7 Habits of Highly Effective People, he says it this way, “Begin with the end in mind.” What do you want to accomplish and even more important, why? The ability to envision in your…

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Is Picking an Advisor like Luck of the Irish?

Are all advisors the same? How do I know if I am working with a specialist? Jim, Spring Green WI In this complex area of retirement planning, you need to work with a specialist. A specialist focuses on you, works exclusively with people just like you and is an acknowledged all-star.   A Specialist Focuses…

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Should I convert to a ROTH IRA?

Should I convert to a ROTH IRA? Sam, Darlington WI Learn what it means to be independent and free financially below 2 different ways. 1. Listen to the Radio Clip The Weekly Radio Clip   2. Read it Below The DREAM Retirement Column Published Regularly in the Dodgeville Chronicle, Monroe Times, Platteville Journal, Fennimore Times,…

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What is the best investment in 2019?

What is the best investment in 2019? Pat in Belmont, WI Learn what it means to be independent and free financially below 2 different ways. 1. Listen to the Radio Clip The Weekly Radio Clip   2. Read it Below The DREAM Retirement Column Published Regularly in the Dodgeville Chronicle, Monroe Times, Platteville Journal, Fennimore…

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My New Year Resolution – get financial organized! How?

My New Year Resolution – get financial organized! How?  Dale in Monroe, WI Learn what it means to be independent and free financially below 2 different ways. 1. Listen to the Radio Clip The Weekly Radio Clip   2. Read it Below The DREAM Retirement Column Published Regularly in the Dodgeville Chronicle, Monroe Times, Platteville…

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