Today, I’m going to address the question: “Where will you live when you retire?” It’s not an easy question to answer. First, you must determine if
Life Planning Training: Reinforcing My Purpose
WOW, I have asked clients the three Kinder life planning questions since 2020. But Apprise’s life planning process didn’t go much beyond that. As I
Life Planning Training: Reinforcing My Purpose – Part 2
WOW, I have asked clients the three Kinder life planning questions since 2020. But Apprise’s life planning process didn’t go much beyond that. As I
Life Planning Training: Reinforcing My Purpose – Part 1
WOW, I have asked clients the three Kinder life planning questions since 2020. But Apprise’s life planning process didn’t go much beyond that. As I
George Kinder on the 3 Essential Life Planning Questions
After launching Apprise, I learned about the three Kinder Questions. As I read more about them, I decided to incorporate them into my financial
Apprise’s Five Favorite Reads for the Week of January 22, 2023
Does FOMO Hold You Back? What are you missing out on? Probably not as much as you think. But in our hyper-connected world and its 24/7 news cycle,
Preparing Your Finances for 2023: Financial Resolutions for the New Year
Do you like to make Financial Resolutions for the New Year? If you do, how long do you keep them? The track record of those who make any type of New
6 Year-End Retirement and Tax Planning Ideas + a Story
Since 2022 will soon be in the history books, this week I offer retirement and tax planning ideas to consider before the year ends. I would like to
Podcast: Special Appearance [Truest Fan] Keep Looking Forward and Don’t Look Back
I recently appeared with Rob Brown on the Truest Fan podcast. You can check out the podcast here, or listen to the podcast in your favorite podcast