What we’re about
This community is for people who enjoy thinking seriously about retirement, investing, and taxes, and how all three work together over a lifetime. Members include people who are preparing for retirement, already retired, seeking early retirement, and those who simply like staying thoughtful and intentional about long-term financial decisions.
The conversations here tend to revolve around:
- Tax planning and tax efficiency over time
- Retirement income and withdrawal strategy
- Retirement investing
- Financial independence and optionality
- The non-financial side of retirement — identity, purpose, time, health, relationships, and how people want to actually live this phase of life
The reason this group exists is personal. I took a mini-retirement with my family, and it completely changed how I think about time, flexibility, money, and retirement in general. After that experience, and as I began working professionally in the fiduciary retirement planning space, I found myself wanting a place where people could talk openly and thoughtfully about these topics without pressure or pretense. That naturally grew into this community.
Some meetups will be:
- Small, informal coffee chats
- Open Q&A conversations
- Casual round-table discussions
Others may be:
- Light educational sessions
- Virtual meetups for people outside the local area
No one is required to share personal financial details. There is a firm no soliciting rule. The focus is thoughtful conversation, shared perspectives, and learning from how others approach both the financial and human sides of retirement.
If these are topics you genuinely care about and enjoy discussing, you will fit in here naturally.
Upcoming events
3
Past events
1
