Karen was divorced and then remarried to Dax. Her 2nd husbands kids were estranged but she felt like she needed to help keep the kids informed. NOT EASY. But the right thing to do. She stepped in where she felt she good and from the fruits of her stepping into her uncomfortability one son had a change of heart came back – allowing her to have the peace she wanted if Dax passed.
What she didn't have to worry about was if she was going to have enough money headed into retirement. Because she had walked out a Retire Confidently plan she was able to focus on some of the emotional and anticipated emotional needs.
Are you getting what you want or are you putting yourselves in a position someone could try and get the better of you?
Find out more about the Retire Confidently Program
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Telton W Hall, CFP® is a husband, father, retirement planning expert, small-town-boy at heart, nationally published author, sought-after speaker, former college basketball player, founder/owner/team member of Utah based Advanced Financial Planning LLC, hiking enthusiast, Jesus follower, business leader, team builder, and to the core Telton is an educator.