About the author

Eric Weigel

My goal is sharing my experience as an investment manager, certified retirement coach, and fellow Baby Boomer to enable people to design the life they want and that matters to them in their next phase in life. We all want to live longer, but we also want to lead a life of meaning, joy, and fulfillment.

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Stop Procrastinating — start being P.R.O.A.C.T.I.V.E about your Retirement

November 9, 2018

Baby Boomers are retiring in droves these days. Many of them are unprepared to deal with this new phase in life. As with anything in life things don’t happen overnight. You don’t suddenly become financially literate at the age of 60 or 65. A successful retirement requires lots of preparation — financial as well as non-financial. It […]

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Personal Growth Isn’t Just for Millennials — Baby Boomers Take Notice

September 28, 2018

The personal growth or self-improvement industry is primarily targeted at younger people and many Baby Boomers feel that the advice offered does not apply to them. All this talk about following your dreams, quit your job today, get your side hustle going, become a digital nomad, find your purpose and so on is often lost […]

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Is Your Caution Today Hurting Your Tomorrow?

August 16, 2018

How our brain works: We all think that we are fully rational all the time but in reality the way our brains operate that is not always the case. One of the key functions of the brain is self-defense. When the brain perceives danger it makes automatic adjustments to protect itself. When it perceives discomfort it […]

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3 Huge Retirement Mistakes You can Easily Avoid

July 23, 2018

The word retirement either brings tears of joy or looks of concern to people transitioning into this stage of life. Some people are super eager to put their daily grind behind and look forward to their new life of leisure. Others don’t quite feel the same. The loss of their identity associated with the role […]

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9 Timely Conversations to Make Your Retirement Shine

May 30, 2018

Let’s face it — transitions are hard for everybody. Retirement is no exception. For many people retirement is really stressful. Your self-identify suffers. You don’t know how to fill your day anymore, you no longer have any good excuses why you can’t go to the gym today, you just feel a sense of loss. One of the […]

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3 Responses to Out-Smarting Stock Market Corrections — Control, Think, Act

February 16, 2018

The last couple of weeks have been tough on equity investors. Stock markets around the world have been down big, then up big — a real roller coaster of a ride. After going up in a straight line over the last year equity markets suddenly went into a tailspin in early February. Going through an equity correction […]

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7 Key Lessons To Make Your Investment IQ Skyrocket

January 26, 2018

Photo by Christine Roy on Unsplash If you are a portfolio manager or fund analyst I feel for you. You are under attack — some of it is justified, some of it is ignorance. All you read about these days is how bad your mutual fund manager is. You can’t even beat a Vanguard ETF. Unfortunately, I am […]

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Watch Your Tail — 5 Risks Facing Investors in 2018

January 12, 2018

2017 came and went without nary a whimper. None of the big concerns at the end of the previous year happened or at least global capital markets did not seem to be disturbed by much of anything. Stocks went up in a straight line, bonds did ok, volatility was super low and at the end […]

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Time flies as the saying goes.

January 7, 2018

Time flies as the saying goes. One minute you are graduating from high school, the next you are starting your first real job, getting married, having kids and then fast forward to the time when you actually start thinking about retirement and yet another phase in life. And it all goes faster and faster and […]

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5 Reasons Why Retiring Abroad Will Shock You Into Living Again

October 3, 2017

Most people stumble into retirement — what they are usually faced with is a loss of identity and purpose. In a new book “Prescription for a Happy Retirement”, Dr. James Bash calls this the new PMS — Post Work Melancholy Syndrome. Whatever you call this state of mind, don’t let it happen to you. What a lot of people […]

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