Champagne & William Shatner

Last week William Shatner – at 90, who knew?! – became the oldest person to achieve space flight. Completion of a 10-minute journey on the reusable New Shephard rocket, including four minutes of weightlessness, was cause for major celebration immediately afterwards.

But notable was that upon disembarking from the space capsule Shatner politely turned down taking part in the champagne shower amongst the crew, Blue Origin promotional people and members of the press.

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Buy Dirt

In keeping with the theme that life is precious and worth planning for – enjoy this quick and meaningful tune. Do not hesitate to crank it up and play it several times to capture all the words.

Watch Jordan Davis – “Buy Dirt” (Official Audio) ft. Luke Bryan” on YouTube.

Thank you for reading AND listening… and of course TGIF!

Money, Therapy & 20 Years Later

From the Archives of 2016 with excerpts and updates to “The Coronavirus Life Experience” version of this edition (February 2021) plus a closing message.

Money and Therapy. Two things that people may love or hate. However, among other things, both money and therapy can help. 

From the must-read book for people of all ages The Number* was written by Lee Eisenberg, long time editor-in-chief of Esquire magazine.

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A Warm Up For Retirement

Retirement? What do you mean, Retirement?! That is in the waaay distant future, you may say.

Well the lock down, shelter in place, husbands and wives/girlfriends and boyfriends/parents and kids working from home TOGETHER is just that: a warm-up for retirement. Or a forced “retirement together” for those already retired.

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Retirement – or being one-on-one 24/7 with the same person or people – is not as easy as it looks!

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Let the Good Times Roll

Excerpts from the February 2018 Archives of TGIF 2 Minutes…

“Let the good times roll.” I am partial to this expression because my Dad used to say it a lot either as a toast or statement when things were going well.  Looking overall at the last few years’ markets, current economy and lives and businesses of clients, the expression definitely applies. 

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During good times, how extensively you plan and from whom you get your advice can greatly lessen overall worry.

But of course, there will always be something to worry about. Always. 

  • How long will these positive markets last?
  • Will my portfolio continue to gain in value? How can I best preserve all this wealth I have created?
  • How long will these economic and business conditions continue to contribute to my personal and business success?
  • Will the risks I have taken in the past few years (that have paid off) continue to yield positive results?

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Luck & Sequence of Returns

Last week’s topic was taxes. This week I’ll talk about luck, which can matter nearly as much to our financial lives. Taxes and luck can go hand in hand – with planning being the link.

The following are highlights from TGIF 2 Minutes one year ago entitled, The Luck Factor otherwise known as “Sequence of Returns.”

Despite all of the calculations involved in investing, there is still an element of luck involved. A specific term for this luck is, “Sequence of Returns.” Otherwise known as risk of timing, which can be the #1 most important concept if you ever wish to spend your savings – and have them last as long as you need.

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Photo by Roman Koval on Pexels.com

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