Dear Friend,
Let's admit it, you've got the working-years-life thing pretty much figured out...(or maybe not so much, lol). Regardless, what about when the career phase of your life is over? As you think about those "golden years" everyone talks about, you may be wondering "will they really be golden for me?"
Wouldn't it be nice if at each stage of life we all received an instruction manual telling us everything we need to know and how to do to it all right?
As estate planning attorneys, we have sat and counseled with countless retired clients who were juggling all of the life challenges we face before retirement, PLUS all the new challenges that come with retirement.
While we may have all the answers to our clients' legal issues, there is more to a successful retirement than having an estate plan and financial roadmap.
So instead of us trying to wear the attorney hat AND the hats of family counselor, Medicare coach, insurance agent, financial planner, health expert, home organizing coach, travel guru, etc..., we decided to gather some of the TOP experts in these areas to bring you unbelievable wisdom, practical advice and much, much more!
Now we have always believed that what a family really needs to make sure their estate plan works is a trusted advisor who will be there for them, when they need help the most. Not just a set of documents they put on their shelf. This approached has made all the difference for our clients and hundreds and hundreds of families turn to us when they have lost a loved one.
But over the years our clients have said things to us like:
"my child is estranged and I don't know how to deal with it"
"can you help me with my Medicare decisions?"
"he/she is tired of me complaining about being bored--shouldn't retirement be fun?"
"we can't get on the same page about what we want to do in retirement"
"I didn't realize medical expenses would be this high"
"we have accumulated so much stuff in the past 30 years, we don't even know where to begin!"
"is it still possible to travel in retirement during a pandemic?"
We quickly realized that while we are legal experts, our clients' needed sound expert advice in lots of other areas of their lives. And while we can't be the expert in everything, we realized we knew who to ask!
So we reached out to these amazing people and asked them "if you were getting ready to retire what would you want to know about (insert expertise here)?"
They told us! And we have been blown away by all the incredible things we learned!
We thought, "if we talk about retirement with families everyday and we were shocked by how much we learned, how awesome would it be to share this with as many people as possible who are actually facing retirement?!?"
Then we asked each expert something totally crazy..."would you be willing to share this with people for free?"
Some were a little unsure at first...they had never thought about sharing the secrets they have learned through years of training and experience--their "secret sauce" if you will--for free.
But as we said these are AMAZING people, and they quickly saw the vision and the impact they could have on people everywhere. And eventually they all said YES!
So we did a video interview with each and every one of our experts and had them share with us their best ideas, tips, common mistakes, strategies and fun personalities. It has been an absolute blast and we are SO EXCITED to share it with you!