Tagged: The Wheeler Group

Before Retiring, Consider Ric Edelman’s Top 10 List

PBS_RYR_Ric_and_LynLast night on PBS Hawaii, I watched as Ric Edelman, a #1 New York Times best-selling author, shared key points on what we all need to know right now to, as he puts it, “RESCUE YOUR RETIREMENT”. Edelman points out that, “if you’re like millions of other Americans, you could be making costly mistakes with your investment and retirement accounts that interfere with your efforts to provide yourself and your family with financial security.” This television special, exclusive to PBS, highlighted some of the big mistakes investors make, and explores fascinating insight into the science of financial decision making.

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Priority #1: Managing Yourself and Your Time

This month marks the seven-year point of my stint working with military personnel based here in Hawaii. I consider myself fortunate to play a small role in helping our fighting men and women of the U.S. Armed Forces achieve their financial goals.

By doing what I do, they are given the peace of mind and the assurance that they can provide for their families on a long-term basis. For me this is why I do the thing I do.

There are great parallels between what we have created at SuccessHawaii and what I do at The Wheeler Group LLC through our association with the military. Like SuccessHawaii, our goal is simple–“to help our clients reach theirs.”

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