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"The problem with the one time financial planner is that there’s no incentive for the client to actually get things done. There’s nobody holding them accountable. So I give my clients an accountability checklist and prioritize a list and I work with them...My clients get a financial planner and an accountability coach."
"I actually don’t use the word retirement very often. Stopping work doesn't appeal to me. It was never about cutting the cord on work altogether. It's about having the power and the freedom to do what I want when I want. To work on the things that I want to work on regardless of whether they pay or not."