Love your God. Help your neighbor. Give your time and talents to worthy goals. Honor your word. Keep an open mind. Inspire your family. Treat your body like a temple, not a woodshed.

Spiritual, Emotional, Mental, Physical, and Financial Strength. 

Those who retire only to a life of leisure will soon find leisure to become work. As my Pastor, Adam Hamilton once said, “When fun becomes work, it’s no longer fun. I can eat 9 cookies for fun, but the 10th is work!” How many people do you know who have relocated for retirement to play golf only to find them moving back home within a year or two? At some point, you ask yourself, “Do I have to play golf every day?” This is the unfortunate moment when fun becomes work. 

So what’s missing? A meaning. A purpose. Pursuit of a worthwhile goal. Giving back. Jim Rohn, the famous philosopher of life once said, “When the end-of-life comes for you, let it find you climbing up a new mountain, not sliding down an old one.” 

Figuring out money, income, and investing to become work optional is the easy part. The hard part is giving that control to a professional personal wealth manager to keep your work optional lifestyle charted toward a meaningful destination.  

The really hard part is finding out how you and your spouse will find and create meaning for your retirement. Or, as we like to call it, the aspiration towards a meaningful, work optional lifestyle. 

Aspirational: to help you find a worthy goal to pursue.

Meaningful: to keep you inspired.

Work Optional: seeing retirement as a frame of mind and not just an end to work.

Lifestyle: because everyone is different.  Some want all grandkids, others want more travel in the US, others want international travel.  Your possibilities are endless!  

The choices you make today will greatly impact the final third of your life.  Imagine what you could accomplish next year if you invested everything you know into its success.

You live in the greatest country in the world. You have the fortunate opportunity to plan, think, and determine what the pursuit of a meaningful work optional lifestyle looks, feels, and smells like to you!  

At True Wealth & Company, we’ve helped hundreds of families find clarity through our Work Optional Formula. Wouldn’t you love to find yours today?