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Retirement GPS Questions – Finger Financial Five #140

“You either get busy living or get busy dying.” – Andy Dufresne, The Shawshank Redemption

Do you remember using a map? I used one for a cross-country road trip I took in college. It was like a book and had all 50 states.

One of the most important things is where you want to go. Fortunately, we have GPS on smartphones that are much more efficient at guiding us. The GPS will tell you how to get back on track if you are off course. Who could ever fold a map properly anyway?

In retirement and life, it is important to know where you want to go. 

Here are three questions to check your internal GPS to get the most out of retirement and life:

  1. What would I regret the most if I died tomorrow? 
  2. How would I spend my time if I knew I would die in 5 years and until then, I would be perfectly healthy? What would I do?
  3. 20 years from now, looking back on the past 20 years, what would I be most proud of? What would I regret the most not having done? 

Seneca advocated living every day “as a complete life” and advised, “Let us compose our thoughts as if we’ve reached the end. Let us postpone nothing. Let’s settle our accounts with life every day.”

Your direction is more important than your speed.  It is easier to course correct than it is to backtrack. 

Did you find this helpful? Let me know. 

Riverbend Wealth Management sponsored the Doug Shaw Golf Tournament in Myrtle Beach at Pine Lakes golf course this weekend. This tournament raised money for high school athletes at Myrtle Beach High School. 

My lovely wife, with the help of the wonderful Riverbend staff, Paul Saunders, James de Ciutiis, and Elliott Finger, had a beautiful setup. See the pictures below. 

My team got second place. We rode the excellent play of Barry Roof, John Iseman, and Barry King. 

Dan Johnson, David Sage, Marshall Goodman, and Ron Tellier headed the other Riverbend team. 

I won the silent auction for a hand-signed picture of my favorite tennis player, Roger Federer. Novak Djokovic is a close second.

Our Coffee with Riverbend will take place on Tuesday 15th, at 9a EST. We will have a market update and outlook presented by portfolio manager, John Nichol. Estate attorney, Dan Butler, will talk about important estate documents retirees need to set up. I will discuss the basics of Medicare. As always, we will open for questions and answers. Click here to register. If you can’t attend, register anyway. We will send out a replay link. 

On the lighter side, my chess improvement versus Elliott was short-lived. Won only one match last week. He has been working at Riverbend and doing well. We move him into the University of South Carolina, Darla Moore School of Business on the 20th at noon. I will have a box of Kleenex on standby. 

Hope all is well with you and your family,

Jeremy

Finger Financial Five – 5 points in 5 minutes or less – is to provide you with a weekly shot of useful financial information.  My intention is to share principles, so that you will have more clarity and peace, that help you make better financial decisions. 

Investment advice offered through Stratos Wealth Advisors, LLC, a registered investment advisor.  Stratos Wealth Advisors, LLC and Riverbend Wealth Management are separate entities. 

This content is developed from sources believed to be providing accurate information and provided by Riverbend Wealth Management. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. Stratos Wealth Partners and its affiliates do not provide tax, legal or accounting advice. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any transaction.

Riverbend Wealth Management does not compensate existing or former clients for testimonials or endorsements.

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