The Downsize Retirement Myth – Video Blog

The Downsize Retirement Myth – Video Blog

Do retirees really downsize their homes during retirement? Or, do they “right-size” or even up-size their housing? Overall, learn about the trends in this video blog from Andrew...
Blue Zones with Nick Buettner

Blue Zones with Nick Buettner

Wealth, Health and Happiness Series Enjoy Andrew Rosen’s interview with Nick Buettner, co-founder of the Blue Zones Project. This interview is part of our Wealth, Health and Happiness Series. View other interviews here. You can find Nick at his website or on...
The Downsize Myth

The Downsize Myth

What are Retirees Doing? I have a little story to tell you about the downsize myth, so sit back and enjoy your morning coffee. Once upon a time, there was a couple. They were madly in love and lived a happy 40-year marriage. Then Mr. & Mrs. Couple decided to...
What The NFT?!

What The NFT?!

A Dummies Guide to NFT Alright kids, buckle up time to go for a little ride.  A ride that is to do my best to explain the latest and greatest new market craze.  What we are talking about here today is the emergence of NFT’s (or non-fungible tokens). ...
What I Learned About Personal Finance… In My 30s!

What I Learned About Personal Finance… In My 30s!

If you’re reading this, I’m… 40! That’s right, I beat the odds and made it to my 40th trip around the sun. I love birthdays with one big exception, my own. Ever since I’ve had kids though, I’ve learned to tolerate it for them. Since I fancy myself the reflective type,...
Here a SPAC, There a SPAC, Everywhere a SPAC SPAC!

Here a SPAC, There a SPAC, Everywhere a SPAC SPAC!

[What The Heck is a SPAC?] Is this the first time you’ve heard the word? For many of you, it likely is. But good news, I’m here to change that! Although SPAC won’t replace Amazon or Netflix in your vocabulary, it’s worth a quick read to educate yourself on this...
What Your Kids or Grandkids Wonder About Finances

What Your Kids or Grandkids Wonder About Finances

The other day, I had the absolute pleasure of having my favorite meeting of the year (so far). It was with, hands down, my cutest, most energized, and yet also my smallest client (in size I might add, since I can’t break client/advisor confidentiality). You see, I had...
It’s Been Five Long Years Without You.

It’s Been Five Long Years Without You.

Welcome to the hardest blog I’ve written yet. In the spirit of reflection, honesty, and sharing my thoughts on wealth, health, and happiness, today I’m writing a very emotional blog. Five years ago, February 17th 2016, was the worst day of my life. Juxtaposed one day...
The 25 Planner Pledges

The 25 Planner Pledges

We’re in year two of the Coronavirus, and we’ve had clients and friends turn to us during these trying times. On top of that, we’ve expanded our client base to include our Wayne office, which comes with many fresh, new faces to the Diversified Lifelong Advisor family....
When Should I Be Investing in The Markets?

When Should I Be Investing in The Markets?

Ahh, the age-old question is upon us: When is the right time to be investing in the markets? Nowadays, this question comes up frequently and, quite frankly, I get it. The markets are at all-time highs after being decimated last year during the height of the pandemic....
What I Learned in 2020

What I Learned in 2020

3 of 3: Happiness And now, the long-awaited finale to my three-part series of what I learned in 2020. (Go ahead and insert a joke, as some may say I’ve learned nothing, ha). For those who missed part 1 on health or part 2 on wealth, give them a read if you’d like. In...
What I Learned in 2020

What I Learned in 2020

2 of 3:Wealth Picking up where I left off on my three-part series, I’d like to focus on Wealth. For reference, part one was a deep reflection on what I learned about health in 2020. In shifting my focus, I’ve certainly had numerous revelations which really solidified...
Wealth, Health & Happiness:

Wealth, Health & Happiness:

Eat Real to Heal The other day, I had the pleasure of interviewing the very impressive and inspirational Nicolette Richer for our wealth, health, and happiness interview series. Nicolette’s focus is specifically on the health and happiness sector of our mission. It...
What I learned in 2020

What I learned in 2020

1 of 3: Health Good riddance 2020! I’m so glad to turn the page to a fresh new year with the symbolic beginnings they bring. I can feel tides changing and optimism in people’s voices. It may not be tomorrow, but it seems likely that 2021 will have some changes to...
Top Ten Blogs of The Year

Top Ten Blogs of The Year

Holiday spirit is in the air and a new year is upon us.  Although a crazy year we had, as it was a year unlike any other, I wanted to keep some consistency at least and still give you the top ten blogs of the year (in case you missed them).  I always loved...
Wealth, Health, Happiness Series

Wealth, Health, Happiness Series

The Growth Now Movement The other day, I released my second official Wealth, Health, & Happiness interview [ED1] . I had the honor of interviewing Justin Schenck, founder of The Growth Now Movement and world renown podcaster. To say his interview was...
The 2019 Version of Myself Stunk at Everything!

The 2019 Version of Myself Stunk at Everything!

As you can see from the title, I think very highly of myself (haha). With yearend approaching (where the heck did it go?), it’s time for reflection. I love this time of year, as holidays, family, time off, and new beginnings are upon us. However, I mainly get a little...
My Father Taught Me “Cash Is King”

My Father Taught Me “Cash Is King”

I was just telling this story the other day, and I’m not sure why it sticks with me so much. But it does. In my early 20s, I never had cash on me (and I mean never). This always drove my father nuts. I had credit and debit cards; he had cash and cash. We were truly a...
What’s Measured & Watched Gets Done

What’s Measured & Watched Gets Done

Our Process for Achieving Goals There’s an old saying: “what gets measured, gets done.” I’ve read it many times in different business books and can attest to it in my personal life. For instance, I’ve been wanting to lose a few pounds (like 15-20) to be healthier. I...
Wealth, Health, & Happiness Series

Wealth, Health, & Happiness Series

Future of Feeling: Building Empathy in a Tech Obsessed World You may have noticed, at Diversified Lifelong Advisors we’re really trying to help our clients achieve wealth, health, and happiness in many aspects of their lives. It’s a serious task we’ve set for...