Season 5 Episode 1 A Retirement Plan That Leads to Confidence

A Retirement Plan That Leads to Confidence

If you have a plan that’s simple and easy to understand, implement, and follow, you will feel better about your retirement plan. This, after all, is the overarching goal of everything we do: to instill confidence in your financial future.

In a landscape where many financial advisors tend to make things needlessly complex, it’s essential for everyone to be able to understand their retirement plan. To be successful in retirement you have to take action, and that’s where an easy-to-understand plan becomes crucial.

Making Work Optional

Our mission begins with the phrase, “to guide families on a path that makes work optional.” As we get to know people and discover their goals and dreams, this phrase triggers something in their minds…

The intention behind this part of our mission signifies preparing for a day when you no longer work for a paycheck. Picture a future where the monotonous morning routine of getting ready for work and battling traffic no longer binds you.

One day in the future, you have a paycheck coming in, where you will still get paid and have the lifestyle you want, but you won’t have to work to do that. You don’t have to exchange your time or expertise in order to get paid.

The goal is to make work optional, to allow yourself the freedom to give, serve, and enjoy life. #GSEL

📅 SCHEDULE A CONSULTATION: 816-246-WISE (9473),, or

View our list of upcoming Simplify Your Retirement workshops: