🏈 Don't fumble your retirement - get your financial game plan at http://bookachatwithjohn.net

John pulls back the curtain on what it actually looks like to build a long-term relationship with a financial advisor. He walks through the process from the first conversation to creating an evolving retirement strategy built around your goals, values, and concerns. Tune in for a practical look at how thoughtful financial planning is designed to grow and adapt alongside your life.

Here's some of what we discuss in this episode:

🤝 Relationships Matter: Strong planning starts with trust and communication

🗂️ Process Creates Clarity: A structured onboarding experience reduces confusion

📋 Planning Comes First: Investments should support goals—not drive them

🧩 Everything Connects: Taxes, income, investing, and lifestyle decisions all interact

📞 Ongoing Support Counts: Great plans evolve as life changes over time

Get in touch:

Book an appointment with us: http://bookachatwithjohn.net

Get in touch with us: https://mearsmoney.com/

Watch the Podcast on YouTube: https://bit.ly/3PmcOPM

Check out John's FREE Books: https://je9gekmc.pages.infusionsoft.net/

We got a great question from a listener: "My investments didn't do as well in the last 12 months as the overall market has done. Should I be re-evaluating my advisor based on this lack of performance?" It's a question a lot of people ask at some point in their investing lives, and John breaks down the answer today. Turns out, if your portfolio is doing what it was designed to do, that's the scorecard that matters.

Here's some of what we discuss in this episode:

📊 "The market" isn't a single benchmark—comparison matters
🎯 Your portfolio's purpose matters more than performance
⏳ One year is not enough time to judge results
⚖️ Diversification means you won't match any one index
🛑 "Wait it out" is not a complete strategy

Book an appointment with us: http://bookachatwithjohn.net

Get in touch with us: https://mearsmoney.com/

Watch the Podcast on YouTube: https://bit.ly/3PmcOPM

Check out John's FREE Books: https://je9gekmc.pages.infusionsoft.net/

🏈 Don't fumble your retirement - get your financial game plan at http://bookachatwithjohn.net

In honor of National Volunteer Week (April 19-25), let's talk about why volunteering is an important part of life, especially in retirement. Retirement isn't just about stepping away from work. It's an opportunity to step toward the things you've always cared about, with more time and freedom than you've had in decades.

Here's some of what we discuss in this episode:

🌟 Finding purpose after retirement through volunteering

⛹️‍♂️ Opportunities in sports (e.g., coaching, equipment management, and more)

🏠 Volunteering with organizations supporting youth aging out of foster care

🛠️ How you can use your talents, such as teaching or event planning, to give back

💰 Using your financial resources to support charitable causes

Get in touch:

Phone: 661-775-3704

Book an appointment with us: http://bookachatwithjohn.net

Get in touch with us: https://mearsmoney.com/

Watch the Podcast on YouTube: https://bit.ly/3PmcOPM

Check out John's FREE Books: https://je9gekmc.pages.infusionsoft.net/