The struggle to find and achieve balance is real. In this episode we'll discuss a process I'm currently experimenting with that I'm finding useful in the quest. The balance between health, spirit, relationships, and business is the focus.

Ep 4 - Beginning with the End in Mind

Welcome to The Shift! If you find yourself looking to retire in the next 5 years or less, this podcast is for you.

Fifteen years working in the financial services world has offered some interesting, and invaluable insights into the world of personal finance and retirement planning, and the key decision points that separate success from failure as you make that critical transition from your working years to retirement.

Join along and ensure you're ability to retire with a greater sense of security, purpose, happiness, and fulfillment.