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Confessions of A Retired Investment Advisor and Financial Planner
Lessons I learned building the business of my dreams
Once upon a time, I worked as a registered investment advisor and financial planner. This article is about the most valuable lessons a “retired” guy like me learned in the business of managing other people’s money and helping them retire.
I did not retire in the traditional sense of the word. I simply stopped working in a job or career, took a break, and figured out a new way to live my professional life. I never retired in the traditional sense because my assets are not where they need to be to support my ongoing lifestyle.
The other reason I continue to work is I don’t believe in retiring in a traditional sense. As you’ll see, while working in the business of retirement planning, I learned that retirement would never be for me. I’d always want to keep my body and mind active, and if I can create value for others for as long as I live doing work I love like writing, teaching, coaching, and creating new art, why would I want to retire from that?
Maybe I’m not the only one to realize traditional retirement isn’t all it’s cracked up to be. Most people believe success and happiness are about having a lot of money, passive income, and getting out of the “rat race.” But what…
