The Certified Financial Planners of Impel Wealth Management are always happy to share our experience and wisdom with you, our trusted friends, and clients. We also get asked to share some of our insights with a broader, national audience in articles, interviews, or podcasts. Several of these have taken place recently and we wanted to take the opportunity to share some of these with you.
The editors at moneygeek.com, an online financial advice portal, recently asked me a series of questions on two different topics. We are including links to both Q&A segments below. The first is titled Expert Insight on Financial Planning for Retirement, in which I was asked about the impact of retired people continuing to work and earn income during their retirement years.
The second set of questions was in the article Expert Insight for Beginner Rental Property Investors. This is for people who may want to own rental properties as part of their investment portfolio. We have more than a dozen clients who own and manage rental properties with the goal of creating income during their retirement years. There are a number of issues and factors that you need to take into account if you want to be successful in doing this. I discuss several of those in the link below.
I was also happy to be interviewed by Dr. Travis Parry, a nationally known coach and consultant to the financial advisor community. Dr. Travis has written a book called Achieving Balance, and he helps coach advisers on how to utilize their unique giftedness and desire to serve clients so that they can achieve meaning and purpose, as well as fulfillment in life.
It was great to have the opportunity to share some of my 35-year journey. It is always interesting to look back at where you have been, as you consider what the future holds in store. We had a very authentic and fun conversation. You can listen to the audio or watch the YouTube video of this here.
Finally, in what was a unique and out of the blue event, my cell phone started blowing up on the morning of Wednesday, December 28th. I had multiple friends and clients sending me messages, wanting to know if I had seen that day’s Wordle. I had not, and I was surprised to learn how many people were engaged in this daily activity. The reason they all reached out to me was that day’s word was IMPEL. As this is a unique word that people do not often hear, they immediately thought of us and wanted to share.
As we head into the new year, we want to remind you of the meaning of IMPEL, and why we chose it for our name. IMPEL means to impart motion towards a future goalor destination, or to give someone the confidence to move forward. We thought this fit extremely well with the vision and purpose of the work we do. It is what inspires and drives us as we continue “Moving Life Forward” in 2023!!
© 2023 Jesse Hurst