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Tag: work-life balance

juggling health, wealth, character
Holistic Success
Success Mindset
Health, Wealth, and Character: How to Balance Life’s Toughest Priorities

The envelope had been sealed for eleven years. Daniel found it while he was still admitted at hospital, three days after collapsing at his own desk at 11:47 p.m. His mother had brought a shoebox of his late grandfather’s things to the hospital, thinking it might comfort him. Inside, wrapped in a dish towel, was […]

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retired golfer
Financial Freedom
Holistic Success
Life Fulfillment
Professional Development
Is Your Retirement Plan Actually Good for You? The Underlying Problem Your Financial Advisor Never Mentions

Robert retired on a Friday in March with a number he’d spent thirty years building toward, and by every measure his advisor used, it was a good number. Diversified portfolio, conservative withdrawal rate, the mortgage paid off, healthcare accounted for. He’d done everything right. He spent the first few weeks doing exactly what he’d always […]

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