Let’s not beat around the bush. I’m Your Survival Guy, not Your Get Rich Quick Guy. I’m interested in helping the highly successful, fairly wealthy among you get through tough times with the peace of mind you deserve. My focus is mostly on navigating Your Retirement Life, the times when you want to enjoy your life’s work; living off your savings, not draining the bank, and doing what you have always wanted to do.
Ahhh, the savings. I can’t do that part for you. That’s the heavy lifting that’s up to you. The showing up every day and getting the job done. Because the act of saving is just that, an action, and not everyone’s disciplined enough to do it. And to be clear, your success, unfortunately, is not met with the respect it deserves. I know how hard you worked. But it’s not cool when others resent you for your success. Quite frankly, it’s none of their business. Mr. and Mrs. Nosy always seem to know what’s best with other people’s money.
I work with savers like you. I work with savers I like speaking with. I work with you because I enjoy your stories, how you got to where you are, hearing about your family, your trips, what you did last weekend, and what your plan is for this one. That’s what makes life interesting. Living an interesting life is hard to do. It takes effort. It’s not about just sitting around on your phone or cruising social media to see what the Joneses are up to. It’s about creating. Once again, a little bit of work in your life goes a long way.
I don’t like speaking with those who are needy. Those who need the market to do something for them. That person is focused on prices. Prices are qualitative. Prices are opinions. Opinions change. Cold hard cash is tangible. Never mind what the market’s going to do or not. The needy investor doesn’t understand this. He doesn’t understand the virtue of investing for income. The needy investor has a spending problem.
Action Line One: You don’t need to compound big numbers to be comfortable in life. But you do need to get your savings to a pretty big number. And most of you have.
Action Line Two: I’m interested in you. When you’re ready to tell me your story, I’m listening.
