Tag: #stagedretirement

Until recently I’d never heard of a harbor pilot. When talking with my friend Bill about all the decisions regarding retirement, and navigating the financial complexities he likened it to the concept of a harbor pilot bringing a ship safely into harbor. Let me explain. At sea, the captain of the ship is in charge.  […]

All across America it’s “back to school” time.  From first days of kindergarten to final years of college, students are headed back into the classroom or joining via remote learning. Once we begin our careers, the back-to-school days seem to be behind us.  But while starting to phase into retirement might mark the winding down […]

I met Heidi Lumpkin when she was my career coach several years ago. She’s skilled at asking questions that delve into your motives and can help you devise practical plans for action. I chose Heidi because unlike other coaches who said they could help me achieve my goals – Heidi said she could help me […]

Today’s article was originally posted on the Humble Dollar blog on August 8, 2023.

Retirement marks a milestone in your life, a time to embrace newfound freedom and pursue passions beyond the confines of a traditional career. And similar to any branding exercise, retirement can benefit from a well-crafted tagline that encapsulates the essence of your retirement journey and helps you focus. Below are some examples of what I […]

One summer, an ant was busy gathering food for the winter. He worked hard all day long, carrying grains of wheat and other food into his nest. A grasshopper saw the ant working and asked him why he was working so hard. The ant told the grasshopper that he was preparing for the winter, when […]

Author and psychologist, Morrie Shechtman, posed some interesting ideas in the mid-1990s in his book, “Working Without a Net,” that are applicable today to the notion of phased retirement. In the 90s, you may recall, personal accountability was a big deal.  Newt Gingrich was a fan of Morrie’s and touted many of his principles of […]