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 Life Planning: Part 2 Welcome back! Hopefully you had a chance to explore the lighthearted first question. The goal being to figure out what matters to you in life. Now let’s take it to the next level and really define what is most important. Question 2: You have less time This time, you visit your doctor who tells you that you have five to ten years left to live. The good part is that you won’t ever feel sick. The bad news is that...

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...