As many of you know, I’ve been writing about rightsizing for several years now. The concept of rightsizing constantly helps me to focus on designing a meaningful life journey—not a particular destination I’ll ever fully experience. So when I recently came across an article about how values offer a similar perspective, it caught my interest. I’ve since learned that values, like rightsizing, are a direction. Sort of like getting in the car and heading north. You might be more north than you were yesterday, but you’ll never arrive. Once we discover how to live our values or how to rightsize our life, we are better able to appreciate the road we are traveling, regardless of whether we hit a few road bumps or we ever even reach a final destination. [Read more…]
A favorite parable of mine is the story of a poor farmer who owned a horse. One day the horse broke free and galloped away. All of his neighbors witnessed the calamity and rushed to his side to sympathize with him for this misfortune. He simply responded with a shrug and said, “Maybe yes. Maybe no.” That story illustrates just one of the valuable points made in the book The Geometry of Wealth – How to shape a life of money and meaning by author and investment educator Brian Portnoy, Ph.D. While most of us are familiar with the assertion that beyond a base level, money doesn’t make a person happier, Portnoy offers a more thorough perspective. At the same time, he reminds us that there are usually at least two sides to every situation. And it appears that money may be exactly the same. [Read more…]
Years ago, Thom and I went to a seminar to hear “relationship guru” Barbara De Angelis give a lecture. How did we know she was a relationship guru? She had written a book, was doing the lecture circuit and told everyone right up front that she was an expert because she had gone through so many breakups and knew what didn’t work. Sorry? Even at the time Thom and I both knew that we didn’t want to take marriage advice from someone who wasn’t living the ideal experience. De Angelis may have discovered what doesn’t work, but she was only guessing at what did. This week, after celebrating 41 years of marriage with a man I love and appreciate more each and every year, I’ve put down a few thoughts that might be helpful to others. And it never ever hurts to remind ourselves what we are grateful for in our lives. [Read more…]
As many of you know, Thom and I recently returned from a trip to Ajijic, Mexico. Like every place we travel and enjoy we tend to end up looking at local real estate. Sure we have a background in the business, but in this day and age I believe lots of people have toyed with the possibility after watching television shows like House Hunters, International. Who doesn’t dream now and then at living somewhere exotic, in a unique and special property? This visit we seriously considered buying a Bed & Breakfast Inn attached to the apartment where we stayed. Not only was the property for sale, it is located in a great location, is in excellent condition, has great income potential and plenty of romance to make the purchase intriguing. We even contemplated converting it to co-housing where we live part time with a bunch of fun-likeminded people. And with our background, we know we could figure out how to buy it if we set our minds to the task. But the thing is, just because you can do something, doesn’t mean you should. [Read more…]
When most people think of Mexico their thoughts usually go in one of two directions. It’s either a party destination like Cancun or Cabo San Lucas—or a scary place with drugs, crime and beheadings. My experience is much different. After traveling to over a dozen locations in this vast country, I am proof positive that Mexico offers a huge variety of pleasing destinations. But until Thom and I visited Ajijic (pronounced Ah-hee-heek) this summer, we never really considered Mexico as a viable alternative to life in the U.S. Now having spent three weeks in this special community, I’ve discovered the top three reasons why so many people call it home. Whether you are looking to move or not, you might want to compare the benefits of Ajijic to where you live now. We sure are. [Read more…]
This week I’m happy to introduce you to Leanne Le Cras as my guest blogger while I am traveling. Leanne is one of the bloggers I’ve met online who lives “down under” in Austrailia and I’ve been reading her blog Cresting The Hill for many years now. Leanne consistently writes great blog posts about staying happy and content while going through midlife. But I could tell that a big reason she was so happy is because she and her husband have rightsized their lives. Thank you, Leanne, for filling in for me and sharing some of your SMART and rightsized thoughts with all of us.
Kathy writes a lot about Re-Sizing your life and it resonates strongly with me because that’s how my husband and I have always lived. To begin with, it was from necessity. Then, as we became more stable financially it became a lifestyle choice. We choose every day to live as good stewards of all that we have been given, and I thought I’d share how that has looked over the years.
On a clear day the sun always casts a shadow. In fact, the brighter the light, the more vivid the corresponding silhouette. That is why any complete discussion about positive aging requires the acknowledgment that a dark side exists. And while I am certainly not a professional who understands all the implications, I do think it is important to explore how it may affect us as we age. That’s because no matter how optimistic we remain about aging, none of us knows for sure what our complete future holds. And, like with all shadow work, it’s SMART to accept its existence as well as how it can potentially affect our lives if we want to experience the days to come as an authentic and whole individual.
Last night my husband Thom and I watched a television show called Billions. It followed a few previous nail-biting episodes where the main characters, Axe, Chuck, and his wife Wendy, stood on what appeared to be an inescapable precipice of disaster. Then, through an unexpected twist, they all managed to escape jail time and return to their former wealth and status with little or no repercussion. While we’d all like that kind of break in our own lives, especially when it comes to our finances, we usually aren’t as lucky. Even more interesting, at least to me, was that after triumphantly returning to his billion-dollar hedge-fund business, Axe looks at Wendy, his financial performance counselor, and says something like, “I thought the high would last longer than it did.” Don’t we all? When it comes down to it, many of the messages we think we know about money don’t pan out. And while I’m certainly no expert, here are a few truths about money that I wish I had known when I was young.
Since turning 60 a couple of years ago, my interest in aging well and happy has ramped up considerably. For the longest time, I claimed that I was middle-aged and for some ridiculous reason felt that I would stay at that stage of life for decades to come. But something in me switched at 60 and the midlife label no longer felt true. The problem was, calling myself a senior or old person didn’t fit either. Since then I’ve been thinking, talking and writing about the process of aging from all sorts of angles. Surprisingly, something that is becoming more and more clear to me is that most of us hold a lot of bogus ideas about what aging means. And while I’m not usually one to use profanity, the term B.S. applies to a number of those erroneously held beliefs. [Read more…]
As some of you know, my husband Thom and I are at the beach enjoying the summer weather. Because we mainly work-out-of-the-house, as long as we have good wifi and a phone we can work from just about any location. The thing is, it’s the beach! Between morning walks by the water, the lure of my bicycle, a pile of books waiting to be read, and being in a location with so much to do and see, I’m finding it difficult to motivate myself—especially towards anything that feels like work. Ironically, I have been planning my next book for the last several months and want (should) be making progress. But with a tentative title of, You Get To Make It Up I am reminded that when it comes down to it, and in spite of most circumstances, we really do get to make it up as we go along.