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Making memories with your family is so important. As a retiree with wealth to spare, why not plan a grand adventure that will leave a legacy of magical memories for your grandchildren and beyond? Create the kind of experiences that your family will cherish for a lifetime. 🌍 Tune into this week’s full episode for travel planning stories, advice and more! https://bit.ly/UYRep20 #UnleashYourRetirement #TravelPlanning #FamilyMemories #LegacyPlanning #RetirementTravel

Making memories with your family is so important. As a retiree with wealth to spare, why not plan a grand adventure that will leave a legacy of magical memories for your grandchildren and beyond? Create the kind of experiences that your family will cherish for a lifetime. 🌍 Tune into this week’s full episode for travel planning stories, advice and more! https://bit.ly/UYRep20 #UnleashYourRetirement #TravelPlanning #FamilyMemories #LegacyPlanning #RetirementTravel

Making memories at any price. As many of you know, I think the role of financial planning is to help us enjoy life and make healthier decisions holistically. We often say that retirement is made up of memories as much as money. My wife and I disagree greatly on how much to spend on travel, although I will say I have softened as we have raised my sons, now 16 and 19. Some of their fondest memories happen while we are on vacation. That being said, we recently took a trip to Vegas for a conference I was attending. The most memorable part of the trip, surprisingly, cost the least. The family came out and stayed with me for part of the conference. Because it was a conference, we stayed at a fancier hotel than we normally would have, the Wynn. The food and activities matched the accommodations.  Interestingly, the most treasured experience of our trip was also the most affordable. Our hike up Turtle Mountain at Red Rock Park, just outside Vegas, cost us a mere $ 22. And our meal that afternoon? A simple yet satisfying In&Out Burger. It's clear that the price tag doesn't always determine the value of a memory.  The memory that meant the most to everyone costs well under $100 for the family; a couple of our meals on The Strip cost $100 each. Making memories is important. But it doesn't mean you have to make them at any price.  #retirement #makingmemories #healthandwealth #wellbalanced #worklifebalance #8020Rule #CertifiedRetirementCounselor www.SonaWealthAdvisors.com

Happy International Coffee Day! ☕ Just like a great cup of coffee kick-starts your day, we’re here to fuel the success of your business! 🚀 Whether you're brewing up strategies, grinding through client goals, or crafting the perfect retirement plan, know that we're with you every step of the way—helping you serve your clients with the precision and care they deserve. Cheers to your hard work, dedication, and the coffee that keeps us all going! 🗂️📈 #InternationalCoffeeDay #FinancialAdvisors

Making memories at any price. As many of you know, I think the role of financial planning is to help us enjoy life and make healthier decisions holistically. We often say that retirement is made up of memories as much as money. My wife and I disagree greatly on how much to spend on travel, although I will say I have softened as we have raised my sons, now 16 and 19. Some of their fondest memories happen while we are on vacation. That being said, we recently took a trip, and the most memorable part cost the least. The family came out and stayed with me for part of my conference in Vegas. Because it was a conference, we stayed at a fancier hotel than we normally would have, the Wynn. The food and activities matched the accommodations. But what was their favorite experience? Our $22 hike up Turtle Mountain at Red Rock Park, just outside Vegas. Our meal that afternoon? In&Out Burger. It goes without saying it was our cheapest meal of the stay. The memory that meant the most to everyone costs well under $100 for the family; a couple of our meals on The Strip cost $100 each. Making memories is important. But it doesn't mean you have to make them at any price. #retirement #makingmemories #healthandwealth #wellbalanced #worklifebalance #8020Rule #CertifiedRetirementCounselor www.SonaWealthAdvisors.com

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Are you ready for retirement? Picture yourself at the end of your working years, enjoying the lifestyle you've worked hard for. Fine dining, long cruises, and financial stability. Now, imagine the alternative - struggling to make ends meet, burdened by family commitments and mounting medical expenses. Which scenario do you find more appealing? Proper planning and disciplined execution are key to achieving the retirement of your dreams. Don't wait until it's too late. Plan ahead and ensure your golden years are truly golden. #retirementplanning #financialplanning #personalfinance

Covered your expenses in retirement? Now enjoy life more with spontaneous dining and entertainment! Envision a retirement filled with spontaneity! Picture dining out, frequenting festivals, and attending shows without financial stress. Follow our blueprint and automated business to earn extra income from home. Transform your golden years and live your dreams! adventures! #9to5Job #Retirement #MakeMoneyOnline #WorkFromHome #Automation #Festivals #DineOut #LivePerformance

Board service is a tremendous way to stay engaged and keep contributing after a corporate career ends. It’s the path former CEO David Clark chose as he neared retirement. This article has smart tips and good insights from him if you’re considering board service as a “second act.” https://lnkd.in/gMgTFRre #BoardReady #RetirementPlanning #LegacyPlanning

As superyacht crew, you can take full advantage of investment and savings strategies to build (and importantly KEEP) the wealth that will fuel your retirement. And you can achieve retirement much earlier in life. Would you rather work for most of your life or play? Pension planning for superyacht crew is different than for those who work ashore and have company pension plans. Find out more in our latest blog post. #superyacht #crew #yfsol #yachtie #yachtlife #financialfreedom #yacht