Conversations
Long, thoughtful conversations about life after work.
Recorded interviews on retirement psychology, behavioral finance, stewardship, and the human side of money.
Long-form interviews on retirement and meaning
Audio and video formats
Full transcripts available for each conversation
New episodes published regularly
Continue exploring
Thoughtful conversations about life after work.
Explore essays and conversations about purpose, retirement transitions, behavioral finance, taxes, stewardship, and long-term decision making.
A first conversation
When you are ready, this is worth an unhurried conversation.
A first call with an advisor, just to get to know each other. No preparation needed, and no obligation on either side.