What would you say your passion is?
“My passion really is my work. I recently resigned from [my position at a hospital] to focus solely on my career. I empower individuals to transform themselves, their health, and their lives so that they can live a full, happy and healthy life. I love seeing people have 'ah ha' moments — when they learn they have a choice and an ability to heal and thrive.”
What does retirement look like to you?
“My goal is to never fully retire, as I love what I do. I may do it less, but I cannot imagine that I would stop public speaking, inspiring, writing, and consulting. I do, however, see myself living by the sea and spending a lot of time in Europe relaxing.”
How do you stay on track with your financial goals?
“I talk to the financial consultants at TIAA. You know, you don’t go and do your own healthcare; you go to a doctor for that. I don’t profess to know more than what I do for my living, so when it comes to finances, stocks, and investing, I go to TIAA. I ask them questions. When they say, ‘You should invest in this,’ I want to know why. At the end of the day I want to be educated.”
How do you balance building your business and saving for retirement?
“I’m building a business, so I can’t put away [as much] but I can put away [something]. But it’s not like I’m coming up with arbitrary numbers. I talk to people who say, ‘Well at this age, this is what you should be doing,’ and [we] look at my financial circumstances and what I need to be investing in and if it’s possible. Some years are going to be better than others, but you know what your goals are.”
What does successful financial planning mean to you?
“It means understanding how to budget your life today, to put away for tomorrow, and also invest so that tomorrow is as enjoyable as today, or more so.”
