"Financial Life Planning" column by Mitch Anthony at Financial Advisor magazine. I just finished an interesting call with an astute financial planner—Bryan Sarff, president of True Private Wealth Management in the Kansas City area—who was lamenting the shortcomings of goal-based approaches to financial planning. Bryan said to me: “When we deal with clients on a [...]
"Financial Life Planning" column by Mitch Anthony at Financial Advisor magazine. “As he looked up, Jesus saw the rich putting their gifts into the temple treasury. He also saw a poor widow put in two very small copper coins. “I tell you the truth,” he said, “this poor widow has put in more than all [...]
Originally posted at seekingalpha.com , by Mitch Anthony. Summary Conversations about retirement need to be much more than a discussion about how much money we need to have invested; it needs to connect means and meaning. Most of us don't want to retire; instead we want more control over our own destinies including how we spend [...]
"Financial Life Planning" column by Mitch Anthony at Financial Advisor magazine. My friend George worked for a Fortune 500 company for 30 years and “retired” in his early 50s. A year off and out was enough to recharge him, so he decided to start a new nonprofit to deal with racial tensions in our city. A [...]
"Financial Life Planning" column by Mitch Anthony at Financial Advisor magazine. One of my favorite hobbies and interests is shooting baskets. I regularly tutor young high school players on free throw and three-point form, so I need to stay in good form myself. Through the years of going to the gym, I’ve often see Nash (who [...]
"Financial Life Planning" column by Mitch Anthony at Financial Advisor magazine. For years I have felt that we need to assign a new label to the age in which we live—known as the “Information Age.” I strongly suspect that the Information Age ended when “Google” became a verb. We now have far too much information [...]
Column by Mitch Anthony published in Mind Body Spirit Living. We often become so immersed in the pace of our daily lives, that we don’t take the time to pause and reflect on what will fill our days with passion and purpose when we transition out of the world of “work.” Have you considered what will [...]
"Financial Life Planning" column by Mitch Anthony at Financial Advisor magazine. In my last column, I posited three questions pertaining to a meaningful life, and I’m pleased to hear that these questions resonated with so many in our industry. Apparently I am not alone in my view that many have transmuted from optimizing savings to obsessive [...]
"Financial Life Planning" column by Mitch Anthony at Financial Advisor magazine. I live in Rochester, Minnesota––a town best known as the home of the internationally recognized and renowned Mayo Clinic. Recently, I was invited to speak to a group of physicians at the clinic on the topic of retirement; as a parting gift, they presented [...]
"Financial Life Planning" column by Mitch Anthony at Financial Advisor magazine. Lots of advisors are nearing 60 years of age. Some of them might feel burned out, that they are working too many hours, and turn to thoughts of early retirement. But when they do, they observe older colleagues who have taken this path and [...]