Beacon Wealthcare |

17 Jul 2025 What If You Don’t Know When You Want to Retire?

Posted at 16:24h in The Friday Brief by Geoff Hall, CFP®, RICP®

One of the lessons I’ve learned—and keep learning—as a financial advisor is the importance of asking good questions. But in my early days, I asked a lot of mediocre ones. High on the list was this classic: “When do you want to retire?” I asked it...

05 Jun 2025 Beacon Summer 2025 Reading List

Posted at 13:36h in The Friday Brief by Geoff Hall, CFP®, RICP®

One of the easiest ways to connect with someone is to ask what they’re reading. It often leads to unexpected insights, good recommendations, and great conversation. So, as summer kicks off, we thought we’d give you a peek at what a few of us here...

06 May 2025 A Key Trait for Financial Success

Posted at 14:49h in The Friday Brief by Geoff Hall, CFP®, RICP®

Last week, I was listening to a podcast featuring one of my favorite financial writers, Morgan Housel, when he shared a moment that stuck with me. He recalled asking Daniel Kahneman—the renowned psychologist and co-recipient of the Nobel Prize in Economics—what trait matters most for...

18 Mar 2025 Protecting Your Well-Being in Unsettling Times

Posted at 17:07h in The Friday Brief by Geoff Hall, CFP®, RICP®

Six years ago, in a Friday Brief, I asked you to rate your financial well-being. I also shared my own definition of what that meant, which at the time looked something like this: Freedom from worry. The ability to spend as much time as I’d like with...