For many successful professionals, your energy is focused on your career, to the exclusion of other priorities. As a result, taking care of yourself and properly managing your money is often neglected, sometimes for decades. On one hand, it sort of makes sense – you only have so much time and energy, and to make headway in your career, you have to deliver high performance and innovation to move ahead. That takes time. On the other hand, what’s it all for? If you arrive at retirement with no idea what you want to do with your money, and no plan to protect or manage it, most likely, you’ll have short-change your future, potentially losing significant portions of your net egg to taxes and bad habits. And if you’re in poor health, with limited mobility and no energy, it’s unlikely that you’re going to be able to engage in the retirement activities you envisioned.
Finding balance, and making self-care a priority, both in terms of your wellness and your finances, is the goal of this webinar. We wanted to help successful professionals take care of themselves by providing strategies you can employ at each decade of your life, so when you cross the retirement finish line, you’re in the best shape possible in terms of both your health and your wealth.
Adam K. Wright, CFA, CFP®
Adam guides the vision and implementation of Wright’s fiduciary service approach and directs the firm’s client engagement, service integration, and investment management practices.