Earlier this year, I facilitated a retreat for a group of business owners to talk about how to know when it’s time to sell their business and retire and how to navigate that transition without regrets. One of them I’ll call “Brian” announced he had no plans to retire – “Not me,” he said. “I’m planning to...
Listen: Your Life, Simplified, Podcast with Mariner Wealth Advisors: Transcript: George Fernandez: Thank you for downloading this episode of "Your Life Simplified". My name is George Fernandez, and I'll be your host for this episode. Here at "Your Life Simplified", we strive to bring you relevant and timely topics...
Once Upon A Time … there was a handsome young prince who married a lovely brunette actress … *** It sounds like the beginning to a beautiful story. Yet, when Prince Harry announced that he was stepping down from royal life, the world seemed shocked. So did the Royal family and their advisors. But, should...
For those of you who have been around for a while, you know that December is when I press pause and allow the fast-paced holiday season to run its course. It's also a time when I create space for reflection and to connect with the people who are important to me, as I encourage you to do, too. On a scale of 1 to...
“Now just feels like the right time,” said Steve Croft (age 73) on Sunday as he announced his retirement after 30 years at the CBS News show 60 Minutes. He said he’d been considering when to retire at the end of each of the past four seasons and knew it was finally time. Hearing him say that he wanted to leave...
“Denise, there’s a call on line 1 for you. He wouldn’t give me his name and said ‘you’d know what he was calling about’.” “Can’t you see I have my Do Not Disturb light on?” I replied. “Tell whoever it is I’m busy and I’ll call him back later.” My assistant responded that the caller said he would hold until I was...
INTEGRITY AT WORK … Do Your People Care? No, REALLY, Care? For two days, I’ve been trying to catch a little stray dog in my neighborhood without success. I’ve enlisted neighbors and tried to engage passing motorists to help as this scraggly little brown dog would dart away from me toward the traffic on a busy main...
Last week I was talking with a banker about how to save a deal of his that was spiraling out of control. It seemed the Seller had become less and less responsive over the past several weeks and then, suddenly, threw up a wacky deal term out of nowhere that threatened to kill the deal. The entire deal team was left...
“Finally. At least now I don’t have to go on pretending anymore that it’s really what I wanted to be doing. Now I can finally do what I WANT to do.” That’s what my client Lon said after his business collapsed. I wasn’t surprised that, after the initial shock wore off, what he felt was relief. Pretending...
REFLECTIVE QUESTIONS TO CONTEMPLATE AS YOU TURN THE PAGE *** CLOSING THE BOOK ON 2019 What did I embrace in 2019? What did I let go of in 2019? What changed for me in 2019? What did I discover about myself in 2019? What was I most grateful for in 2019? When did fear hold me back in 2019? Where did I demonstrate...
