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May 25, 2023

In this episode, Nancy shares some of the things she has learned throughout her 30 years of working in the field of retirement planning. As she heads into retirement herself, she reflects on her experiences with clients throughout the years and shares her major tips and takeaways for your retirement journey.


In this farewell episode, Nancy discusses the power of beginning your financial planning journey with the end in mind and envisioning retirement at a young age. She cautions against sacrificing important aspects of life for early retirement and highlights the need for a balanced approach, while still taking your finances seriously. Join us for an enlightening episode, as Nancy shares her thoughts on aligning your spending with your values and the need for effort, planning, and evaluation throughout your planning journey.


Here’s some of what we’ll discuss in this episode: 


  • Beginning your retirement saving journey with the end in mind. (1:05)
  • Each chapter of life is valuable. (5:19)
  • The importance of understanding how to use your money. (7:59)
  • “If you don’t get serious about your money, you’ll never have serious money.” (11:50)
  • Find the leakage in your finances. (13:11)


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