“I feel like I’m molting,” I found myself saying to a friend earlier this week. Have you ever experienced that—you experience so many big changes in a compressed time period, that you feel like you’ve shed a layer of skin, or maybe two or three? I recently celebrated a birthday—my 54th trip around the sun… [Read More]
Retirement Planning Exercise – Values and Priorities
When working with clients beginning to think about retirement, it helps to clearly define both their financial needs AND their emotional needs. We use this table exercise to open the conversation regarding values, goals, barriers and support. This information is for members of the Galliard Family Business Advisor Institute – please sign in:
Allowing Business Leaders to “Age Out” with Dignity
In this video, Galliard Institute founder Lisë Stewart calls attention to a very important topic: how we treat business leaders who are transitioning away or aging out of the business. Click below to hear Lisë’s 80-second message: Takeaway quote: Many times, as we get older, as people “age out,” they are shoved aside, or they feel like they’re… [Read More]
These Old Bones
When I get up in the morning, I creak. Seriously, I am like the tin man looking for his can of oil. My bones creak and groan and I have to unfurl myself slowly like old parchment left rolled up for too long. Then, when I look in the mirror, I get a little shock…… [Read More]
