This may sound funny, but My Doctor Really Did Fire Me. Here’s why you shouldn’t wait 12 years to see a doctor or do a financial plan. Don’t worry, I really aam fine.a

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What Every Investor Should Know About Planning And Saving For Retirement

I want to talk about Why My Doctor Fired Me.  

Some of you may think that’s actually pretty comical, but it actually really did happen to me.

I’ve actually talked about this a little bit in some of my previous blogs here, but I consider myself to be a pretty healthy person overall, but I absolutely hate going to the doctor, and so it’s been probably about, maybe, 10 or 12 years since I had my last doctor’s visit, and I’m really a little bit foggy on that. I’m not sure exactly how long it’s been, but anyway, my wife has been bugging me to go in and get a physical for probably, like, the last two or three years at least, and so, finally about six months ago she said, “Okay, I’m calling, I’m scheduling an appointment.”

So she calls up the doctor’s office, because I certainly wasn’t going to do it, and she calls up the doctor’s office and they were having a hard time locating my patient record and finally when they found it, they said, well, I forget the year, but he hasn’t been here since 2000 and something, and we’re not accepting any new patients, and we would have to re-enroll with our office as a new patient, so my doctor essentially fired me and I had to go out looking for a new doctor.

Well that took me another six months or so to get around to asking for some suggestions from a few friends and I finally got a doctor’s visit scheduled, and you’ll be happy to know that about three weeks ago I did have a physical done and everything came back great. So I have good blood work and everything is good, but I share with you this story because I think it’s something that many of you may experience, not necessarily with the doctor thing, but sometimes when it comes to financial issues.

Sometimes you may be thinking in your mind that I need to go and see somebody regarding my finances, or I need to take a deeper dive or look into this, do some planning for my retirement, but you may be putting it off for a variety of reasons, and maybe some of the same reasons that I put off for so long going to see a doctor, and that’s that maybe a little bit of the fear of the unknown.

You don’t know what they’re going to tell you. So if I go in and see somebody regarding my finances, maybe they’re going to think that I did a bad job or I’ve got things so unorganized, how could I possibly do that, or they’re going to tell me that I’m not going to be able to retire. That I’m going to have to work way longer than you ever planned to work, and so you’re going through probably with a lot of the same feelings that I had before I went to go see the doctor, and say, is there something wrong with me? Am I on the wrong track, or is there some issue that they may find or discover or whatever, but I have to tell you that having gone to the doctor, and fortunatel I didn’t have anything wrong with me so that was a good thing, but I can tell you that going to see a financial professional and having an analysis of your overall financial picture can really help to alleviate some of the stress that you’re feeling, or some of the unknown of where you might be headed, and even if you’re in one of those positions, and we’ve seen it all here. We’ve seen clients that are extremely unorganized. We have clients that bring in shoe boxes filled with old statements and things, and we help them go through all that stuff and sort things out, get it all organized, take an inventory of what they have and really help them make sense of things, and I haven’t ever seen anybody that is so unorganized or so out of touch with everything, that they were just so off track that they were never going to be able to hit their goal.

As many of you know, we do comprehensive financial planning here and that’s generally the place that most of our clients start off with and what I’m offering today, is if you would like to take us up, we have a free introductory call that we can hop on, and we can talk a little bit about your individual situation and maybe some of the things you’re working towards, and then we can give you a little bit of insight as to how our financial planning process might be able to help you work towards some of those financial goals, and then if it makes sense, after we have that free introductory call, we can talk about some next steps and putting together a financial plan for you.

So if you’ve been putting it off, even if you might have a relationship with a financial advisor, if you’re not doing financial planning, take us up on this and if nothing else, it might be a good second opinion as to what you might be doing right now.


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What I Do

I help individuals make the transition from working to retirement.

As you approach retirement you will be making some of the most important financial decisions of your life. Most of these decisions don’t get a do-over, once you’ve made them your stuck.

My goal is to help you get the most out of your retirement resources. I do this by coordinating and optimizing what I call the 7 Core Elements of Retirement Planning.

It all starts with a plan!

We use advanced financial planning software to help you understand your retirement cash flow so you know where the gaps are.

Understanding your retirement gap is the foundation to getting the most out out of your retirement resources and avoiding costly mistakes.

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