eNewsletter Archives | Mitch Anthony

Mitch Anthony’s Intuitive Advisor provides you with articles and advice that address issues important to financial services professionals. Each edition is packed with actionable ideas that you’ll be able to implement in your own practice right away. Every month Mitch and “Practice Doc” Al Depman—as well as guest columnists—provide you with the tools and techniques to help you practice with a purpose. Best of all, it’s free!

Past eNewsletters

Life at the Center

“The only two things that really make you happy are having your health and people that love you, and money can't buy either one." -- Warren Buffet I recently spoke at a conference in England [...]

Retirement Realities

by Mitch Anthony “The trouble with retirement is that you never get a day off." - Abe Lemons, Oklahoma City University basketball coach In a recent New York Times article about planning for retirement, the reporter laid [...]

Rightsizing Your Life

by Mitch Anthony “In the truest sense, freedom cannot be bestowed; it must be achieved.” -- Franklin D. Roosevelt Recently I read that 42 percent of Americans plan to downsize, in part to help stretch their retirement [...]

Back to Basics

by Mitch Anthony “To succeed, you will soon learn, as I did, the importance of a solid foundation in the basics of education - literacy, both verbal and numerical, and communication skills” -- Alan Greenspan Every [...]

How to Have Clients for Life: Moving to Life-centered Planning™

by Mitch Anthony “There are people who have money, and there are people who are rich.” -- Coco Chanel When I first introduced the concept of financial life planning almost 20 years ago and published those [...]

Planning for the Unplanned: Transitions

by Mitch Anthony "The shortest period of time lies between the minute you put some money away for a rainy day and the unexpected arrival of rain.”—Jane Bryant Quinn Last month we discussed the importance [...]

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