Back to all companies

Corie Eckstrom

A family’s investments are like a bar of soap—the more a broker plays with them, the smaller they get.

Aug 26, 20255:42:59 PM

Retire to, not from

Aug 26, 20255:41:42 PM

What if retirement was the starting gate, not the finish line?

Aug 26, 20255:40:18 PM

No Do-Overs, So Do It Right

Aug 26, 20255:39:27 PM

Retirement will be fulfilling—if you plan what you’ll retire “to”.

Aug 26, 20255:38:35 PM

Retirement isn’t an all-or-nothing proposition—you can ease into retirement by working a few hours a week to transition in over time. This works well for many people.

Aug 26, 20255:37:53 PM

Preparing for the three phases of life requires careful planning during the “accumulation” phase so that you will be ready for the “distribution” and, finally, “preservation” phases.

Aug 26, 20255:36:49 PM

Purposeful planning allows you to treat your heirs equitably, which is the holy grail.

Aug 26, 20255:35:43 PM

Where Are Your Retirement Gaps?

Aug 26, 20255:34:59 PM

Chart your future incomes against expenses and begin filling in the gaps.

Aug 26, 20255:34:07 PM

Professional athletes have a coach to help them see blind spots, and so do people working on their financial plan for the future.

Aug 26, 20255:33:15 PM

A Comprehensive Retirement Planning Guide

Aug 26, 20255:32:21 PM

Purpose will drive you, your actions, and plans for the future.

Aug 26, 20255:31:39 PM

You need a plan for retirement—even if you’re retired.

Aug 26, 20255:29:11 PM

Fish Don't Clap - Planning for a Purposeful Retirement

Aug 20, 20251:02:18 PM