Category: Semi-Retirement Planning

Am I Jeopardizing My Own Retirement By Helping My Adult Kids?

Supporting your adult children is one of the most meaningful things you can do—but could it come at the expense of your own retirement?

In this video, Dave explores the delicate balance between helping adult children financially and protecting your long-term financial security. From changing parenting expectations over the generations to today’s rising costs of housing, childcare, and healthcare, we discuss why more parents are providing financial support than ever before—and the important questions every family should ask before doing so.

You’ll learn:
• When financial help is truly beneficial vs. when it may become enabling
• How to evaluate whether supporting your children is sustainable
• Why your retirement timeline matters when making financial decisions
• The importance of protecting your own financial future while still being there for the people you love

Whether you’re helping with rent, a home down payment, childcare, or other expenses, this video offers practical insights to help you make thoughtful, financially sound decisions.

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Why Does Retirement Feel So Scary?

Retirement is supposed to be the reward at the end of a long career… so why does it feel so scary to think about?
In this video, we break down why planning for retirement can feel overwhelming, even when you’ve “done everything right.” It’s easy to picture retirement as simple and stress-free—but once you really start thinking through the details, fear can creep in fast.
We talk about how retirement disrupts the 3 F’s:
• Finances – Will my money actually last?
• Fulfillment – Who am I without my work?
• Familiarity – What happens when my daily routines disappear?
You’ll learn practical ways to get more comfortable estimating your finances so you’re not guessing in the dark, plus mindset shifts that can help you rediscover hobbies, build new routines, and create a retirement that feels meaningful—not scary.
If retirement planning has been sitting in the back of your mind (or keeping you up at night), this video is for you.

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retirement planning

Can I Retire Now?

It Depends….. If you’re nearing retirement age, the question, “Can I retire now?” may be top of mind for you.  I get asked this question

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