Good day! Welcome to Financial Wellness Done Differently...In Shorts & Sandals. I wanted to have some exciting name for this podcast and just couldn't come up with an all-encompassing name that would include retirement planning, income planning, enjoying life, doing what you love, protecting yourself and your loved ones. Wow, it can go on and on.We don't tell people what we are going to do for them. We ask them questions that brings them around to what they want us to do for them...and we do it. Differently.This podcast will include stories and experiences from my day-to-day life in business and my goal of changing the way we think about our withdrawal from the workforce. A real experience because nothing is better than learning through stories. And boy, can I ever tell you some stories.

Accumulation of wealth


Growth of Wealth


Preservation of Wealth


Transition of Wealth


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