What's your process for goal setting? And how do you establish actions and habits that support those goals? In this episode I'll walk you through my approach to thinking through daily activities that support your desired outcomes.

Ep 8 - What's your story?

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.