Retiring in 2024? Don't wait until you're wondering Now What Do I Do? Be intentional. Design your retirement.

From previous Designing Your Life coaching clients:

   "The process that you led me through resulted in me creating exactly the life I’ve envisioned. I am acutely aware of how I got to this point, and it is        because of the Designing Your Life process. Thank you from the bottom of my heart.” 
   “I loved hearing Joe’s and my classmates’ perspectives. A very worthwhile program.”
   “A good investment – it provides a good framework to think about the future. Pertinent content that I could implement immediately.”
   “DYL is a very helpful process and a terrific retirement concept. I wish I would have had this process at other times in my life.“
   "A good investment in time and money. Excellent material and engaged participants.”
   "It has truly been a transformative experience in my life.”

Design Your New Life in Retirement – 6 sessions over 12 weeks – starts January 25th with a group of up to 10 people. Join us.

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If you're retiring in 2024, get ready for the ultimate balancing act. Time management is a skill you honed during your full-time working days, but managing your choices wisely can make the difference in your retirement years.  Professor Glenn Frank returns to the podcast to share insights and tools you can use if you're retiring in 2024,  his thoughts on a financial review checklist for the year ahead, and what to look for in a financial advisor.

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Bio

Glenn Frank is the author of Your Encore: Retirement Planning Guide – How to Balance Time, Money and Joy. He was named 2019 Financial Planner of the Year in Massachusetts and one of the top financial advisors in the country for 10 straight years by Worth.

The Professor's 2023 articles include: The Street "How To Build a Portfolio to Last A Lifetime"  (general portfolio construction guide);  Advisor Perspectives " The Professor's Portfolio" (outlines specific portfolio suggestions). Glenn is currently the Director of Education and a senior member of the investment committee at fee-only Lexington Wealth Management.

Glenn’s college teaching experience is extensive. He has taught a large variety of courses in investments, taxes and financial planning. Glenn was the Founding Director of the Master of Personal Financial Planning program at Bentley University. He taught capstone portfolio construction courses for 20 years. Glenn still teaches investment workshops for advisors as well as the general public.

You can register for his upcoming workshop "How To Build A Portfolio To Last A Lifetime" at his website below.

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For More on Glenn Frank

Your Encore: Retirement Planning Guide – How to Balance Time, Money and Joy 

Website: Time, Money and Joy.com

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Podcast Episodes You May Like

Live Life in Crescendo – Cynthia Covey Haller

Happier Hour – Cassie Holmes, PhD

Thinking Better to Live Better – Dr. Woo-kyoung Ahn

The Power of Fun – Catherine Price

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Wise Quotes



On Managing Time vs. Managing Choices

"Choice management is a far more personally impactful term than time management, especially for retirees. The term itself reminds us that so many things really are our choice. Choice management is all about strategically and intentionally being happier by making better day-to-day decisions. When I think of time management, I think about being more efficient with the limited minutes and hours we have each day…Choice management is much more personal. It's not profit oriented, it's happiness-oriented...What is the best way to combat being time rich for true deep down, purposeful happiness? I think the answer is helping others somehow, some way. This, of course, is your choice. There are so many, many ways to help others and that can very easily fill up the day and say...