Retire to Abundance

04/15/2025

Did you Know?

You can use the search bar function on my blog to type in any topic you are interested in learning about. It sifts through all my blogs to find any related to your topic of interest.

Try it out today at https://www.retiretoabundance.com/blog

04/10/2025

Tariff-ic Opportunities in the Market

Unless you’ve been living under a rock, you’ve likely heard about the recent turbulence in the stock market. I often remind clients that it’s not a matter of if the market will decline—it’s a matter of when. We’re currently in one of those inevitable downturns, and it’s no surprise that investors of all stripes are feeling a bit skittish. While it’s never fun to watch account values dip, this pullback doesn’t alter our long-term investment philosophy. We remain confident in the continued growth of both the U.S. and global economies. The only real losers during times like these are those who panic and sell.

That said, this isn’t necessarily a time for inaction—there are meaningful planning opportunities worth exploring, particularly in tax-loss harvesting and Roth conversions. If you’d like to learn more, I’m here to help.

*This is an excerpt from my April email newsletter. If you'd like to look through the archives or join the newsletter, you can do that here: https://qedwealthsolutions.kit.com/profile?_gl=1*z7dfay*_gcl_au*MTEyNTU2NzM2OS4xNzM3OTk2NTc0

04/07/2025

Want some calming financial news in your inbox?

My monthly newsletter focuses on educating you about how to create the retirement of your dreams. By working to build wealth now, while also living your best life along the way, I help you plan for a truly abundant retirement.

Browse the archives and signup below.

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Newsletter archives and links to free resources to help you create an abundant life before and after retirement.

04/03/2025

Retirement isn’t a do-over.

After working hard and saving for decades, the last thing you want is to make a misstep that could derail your financial security.

In this NEW BLOG, I’m breaking down the 7 biggest financial mistakes I see retirees make—and more importantly, how to avoid them.

Whether you’re already retired or getting close, this list is a must-read:
🔗

Life is full of mistakes, but financial mistakes for retirees can be very costly. Learn about the 7 biggest mistakes and how to avoid them.

03/26/2025

Social Security claiming strategy can be one of the most complicated parts of a retirement plan for many people. Often retirees want to wait as long as possible to claim, but there can be reasons that claiming early is very helpful depending on the situation and goals.

It's been awhile since I shared an article I was featured in, but here's one to make you think a bit. Your claiming strategy can make a huge difference in many ways. Getting it right is very important.

Article link here:

Drawing on Social Security income in advance of retirement age is a personal decision that often depends on factors, such as marital status, health, and age. The benefits include receiving financial relief sooner in retirement when other income sources are unavailable and less stress about the state...

03/06/2025

‼️NEW BLOG!‼️

Curious about what it's like to work with me on your retirement plan? Check out this behind-the-scenes look at a recent client conversation where we dive into market volatility, managing risk, and navigating fees.

Read the full blog to get an inside view of working with me!

The real-life conversations I have with clients daily. Their fears, their questions, their goals....and my real-life answers.

02/19/2025

Five years before.

That’s when you should start meeting with a retirement-specialized financial advisor—five years before you think you might retire.

Why? Because retirement isn’t just a date on the calendar. It’s a transition, and the choices you make in those final working years can have a huge impact on how smooth that transition is.

From my experience working with retirees, I’ve seen many people discover they can retire sooner than they expected! I've helped others make the hard realization they need to work a little longer—or that a hybrid approach makes sense for them. But if you haven’t run the numbers or built a strategy, you’re really just guessing. And guessing isn’t a great way to approach a decision that impacts the rest of your life.

The good news? You don’t have to figure it all out on your own. If retirement is on the horizon, let’s sit down and make a plan that gives you clarity and confidence for the years ahead.

What retirement dreams do you have waiting?

https://qedwealthsolutions.com/our-process/

02/12/2025

I'm a sucker for practical gifts.

For real! I once bought my wife a dishwasher for Christmas.

With Valentine's upon us, one of the most loving (and practical) things you can do for those you love is get your finances in order AND communicate them.

One of the best ways to do that is with an annual Family Legacy Meeting. My free six-page guide will walk you through the why, the what, and the how of creating your own meeting that fits your family. You can get it at this link: https://retiretoabundance.com/family-legacy-meeting-guide/

Another great way is by writing an annual love letter. I shared a great article (from The Retirement Manifesto) all about love letters in my latest newsletter. You can see all my newsletter archives here: https://qedwealthsolutions.kit.com/profile?_gl=1*ot6ln0*_gcl_au*OTUxMDE5OTU3LjE3Mjg1NzUyMjE.

So, if you're like me and haven't made Valentine's plans yet...consider yourself covered with the most practical gift there ever was. You're welcome!

02/10/2025

Nvidia’s meteoric rise has made plenty of investors wish they had gone all in—but what if that’s the exact lesson not to take from its success? Here’s why smart diversification still wins in the long run, even when one stock seems unstoppable. 🚀

NEW BLOG: Diversification 101: What Nvidia Can Teach Us

Growing your money with a majority investment in one big stock can seem tempting, Look at why it's a really risky idea.

01/06/2025

If you're like us and snowed in, might as well take a read...

Tyler Meyer reflects on 2024 and being two years into owning QED Wealth Solutions, comparing to what he originally thought it would be like.

Taking a minute to look back on my business and family life after two years of owning my own firm. Has it been what I expected?

01/03/2025

56 is a lot!

As my blog and company grow their national recognition, I took some time to sit back and count how many articles I was featured in this year. It's been rewarding to build relationships with some of the industry's top journalists, and I can't thank them enough for trusting and featuring my expertise.

In 2024 I was featured in 56 articles published across 23 various publications; many of them you'll know very well:
Forbes
CNN
Investopedia
CBS News
Yahoo Finance
Reader's Digest
The Penny Hoarder
GoBankingRates
and so many more.

To check out any of the articles I've been featured in, you can head to the media page of my blog: https://retiretoabundance.com/media/

I also link to some of the top articles each month, along with featuring my latest blog and providing insights on creating an abundant retirement, in my monthly newsletter. You can check out the newsletter archives (and sign up too) here: https://qedwealthsolutions.kit.com/profile?_gl=1*ot6ln0*_gcl_au*OTUxMDE5OTU3LjE3Mjg1NzUyMjE.

12/30/2024

2024 is a wrap! Here's my most read blogs this year:

Taking #1, The Financial Case for Stay at Home Moms: This was a bit of a controversial one, but I'm not judging anyone for making the best choice for their own family (which you'd know if you read the blog). I'm simply presenting the financial implications of continuing to have two spouses work vs. having one stay at home.

A VERY close #2, How Does KPERS Work: Being based in Kansas, KPERS is a big part of many people's retirement plans. And like most things run by the government, it can get a little confusing at times. This blog simplifies some very important KPERS information.

#3, 7 Clients I Will ABSOLUTELY Never Work With. This one might be worth the read just to find out if you are one of those clients or not 😂.

If you missed any of them the first go-round, links are below.

And if you are a KPERS enrollee, be watching for more exciting resources headed your way in 2025!

🔗Links:
The Financial Case for Stay at Home Moms: https://retiretoabundance.com/stay-at-home-mom/
How Does KPERS Work: https://retiretoabundance.com/how-does-kpers-work/
7 Clients I Will ABSOLUTELY Never Work With: https://retiretoabundance.com/7-clients-i-never-work-with/

12/19/2024

⏰💥Here's your timely reminder that if the most recent market drop is making you lose sleep at night, you might want to read this...

Market volatility is something you can't ever get away from as an investor. Here's why it really shouldn't matter to you.

12/13/2024

I was honored recently to be a guest on the Catholic Money Mastermind podcast. Discussing how much and how fast to save for retirement, while maintaining a truly abundant life now and in retirement is.... well, right down my alley! 😄

Give it a listen:

Podcast Episode · Catholic Money Mastermind - Financial Planning conversations with Catholic CFP® Practitioners · 11/27/2024 · 39m

12/12/2024

How much 💵 do you need to retire?
Depends on where you live.

A few weeks ago I was a featured expert in this article from Reader's Digest. I detailed many ways to catch up to the number you "need" for retirement.

Read the article to see if you're on track or if you need to play catch up.

That magical retirement number can vary greatly depending on where you live. How does your state stack up?

12/11/2024

📭NEW BLOG!

"Risk tolerance" is something you hear a lot about in the financial world. But my take? It's not that important.

Here's why...

Risk tolerance is bulls--t! Your emotions about the market shouldn't dictate your position in the market. Here's why...

12/03/2024

This , we want to give you and your family the peace of mind that comes with a Family Legacy Meeting.

Communicating your legacy plan to those you love may be the single greatest gift you can give. We know many people that take some time over the holidays for a yearly legacy meeting, and they don't ever regret it!

Get our free six page guide to step you through the process of tailoring a meeting to your family's needs.

Get your free Guide to a Family Legacy Meeting, a six-page downloadable guide created to bring peace and unity to your family.

11/22/2024

I was happy to contribute to this article about retirement regrets.

One of my biggest joys in this business is getting to coach people to truly enjoy their retirements, wether that’s making sure they have enough saved up to begin with, or helping them be comfortable spending it along the way.

Check out the article here:

Americans work long and hard to enjoy their retirements, so it’s dismaying to hear so many retirees express regrets over how their golden years are playing...