Resources from the Revolutionize! Your Retirement interview with Dorian Mintzer
Finding Your Life Balance
Resources From The Interview
The Joy Matrix
You can download the PDF below and fill it out at home
Instructions and a Google Sheets version can be found by clicking here
Your Encore: Retirement Planning Guide
Professor Glenn’s recently published book on how to balance time, money and joy.
The 10 Toughest Questions to Ask an Advisor
Keys are to find someone who possesses the 3 Cs – Concern, Calm, Conviction and if you are willing to pay for – Comprehensiveness!
Time, Money and Joy’s Upcoming Courses
Sign for a free upcoming Time, Money and Joy course offered by Professor Glenn.
You’ll get reminder emails to make sure you don’t miss it.
But don’t worry if you can’t make it - if you sign up, we’ll send a recording afterwards straight to your inbox.
Looking forward to exploring TMJ together!
Do it Yourself or Hire A Financial Advisor?
We aim to offer a step-by-step methodical approach for an answer that fits you. This may be the most important financial decision you can make. Given misinformation, conflicts of interest, and complexities it can also be the most difficult financial decision.
Planning today is particularly challenging given unprecedented uncertainty and lower forecasted returns. Navigating the 5 Step Investment Process is crucial to success.
50+ Find Your Life Balance
Between Time, Money and Joy
Time and money are finite. Happiness is not. You have been juggling the tradeoffs your entire life. This balancing act is even more critical now as you decide how to spend your post-career 40/hours per week - “Your Encore”? Get excited but be realistic. Avoid missteps by narrowing down your options through self-awareness.
We hope you find a process to find your balance; highlight ways to “create” time for what is important; focus on your cash flow needs and if required estimate “Your Number”- the accumulation amount needed where paid work is “optional”.
About Professor Glenn Frank
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.
Professor Glenn Frank is currently a partner at Frank and Flanagan Wealth Advisors a fee-only, truly independent, holistic wealth management firm. frankandflanagan.com
He was the Founding Director of the Master of Personal Financial Planning at Bentley University.
He has been interviewed by the Wall Street Journal, Reader’s Digest, Financial Planning, the Boston Globe, etc.
He is a frequent speaker drawing on his 30 years of experience as a financial advisor to share insights on finding a balance between Time, Money and Joy.
