The Retirement Rules of the Road are conceptual ideas based around a behavioral framework. It’s about reinforcing behaviors and not getting caught up in investment performance. The objective is to rise above the weeds, have fun and free yourself of the many intricacies of investing. There’s a time and place for conversations around results, but it’s not here. If you’ve missed any of the previous Retirement Rules of the Road emails, please click the link below or visit our blog, The Pineapple Post, for more details.

The Retirement Rules of the Road

The goal of the Retirement Rules of the Road is simple: have fun while building synergy so the whole is greater than the sum of its parts. Each entry builds on the one before in an effort to provide a downside cushion so you can pursue the life you’ve always dreamed of. It’s really that simple.

Up and down movement of account balances are part of the wealth building and sustaining process. In fact, it’s how companies are able to better position themselves for future expansion. Have fun pursuing your visions, goals and dreams! Make peace and surrender to the reality and frequency of the ups and downs of any kind of investing. Different investment choices have different results over time. You can’t change that though you can control behaviors and actions. Wave the white flag, and start experiencing how the short-term discomfort of fluctuation gives way to investing equanimity. Remember, markets usually settle up not down.

Find that sweet spot where you can sleep well at night. Where is that place where life can be lived brighter and with more freedom, peace, independence and overall enjoyment? The sweet spot is usually where the pursuit of your visions, goals and dreams, intersect with your financial plan and the results needed to make it all happen.

Relax, be positive, remain patient, stay the course and think lifetime or longer. You can do this!

Take care,