Refined Wealth Newsletter by Joe Ward Read Time: 3 Minutes Life Planning: Part 3 Question 3: Today’s the day This time, your doctor shocks you with the news that you have only one day left to live. Notice what feelings arise as you confront your very real mortality. Ask yourself: What dreams will be left unfulfilled? What do I wish I had finished or had been? What do I wish I had done? [Did I miss anything]? If you need any help planning and prioritizing to fulfill these goals and dreams I’m...

Refined Wealth Newsletter by Joe Ward Read Time: 3 Minutes Winning the lottery “What would you do if you won the lottery?” Such a fun question. Until I start asking if we are talking Powerball, Mega Millions, pre or post tax, lump sum or annuity, etc. That said, I’ve found a couple of even better questions that I’d like to share over the long weekend. They build upon each other, so they are most effective if you and your spouse (if applicable) answer each before moving on. I’m not a trained...

Refined Wealth Newsletter by Joe Ward Read Time: 2 Minutes A Question No memo this week. Just a question. I have plenty of topics queued up, but I'd rather write about what's top of mind for you or those in your circle. That said, what questions do you have, or what are you hearing from friends, family, or colleagues? Please reply with as much or as little as you'd like. This will help me prioritize topic areas of interest. Until next time, stay the course. Also, to my new subscribers who...