Broker Check

Letter to clients: Podcast Episode # 4

April 28, 2026

Hey everyone,

Here is episode 4 of my podcast with Ralph, my good friend and client of 20 years. When it comes time to retire, it can be hard to pull the trigger. For some, it can take years. And when you do get there, it can be hard to get comfortable. For some, it can take years. When Ralph retired, he avoided both of these difficulties, retiring decisively and settling in right away. Over some really old beer, I tried to find out how he pulled this off.

I hope you're all doing well.

-Rob