The man who gets to leave the job that’s slowly killing him
Two meetings last week stood out for me.
The first was with a couple we’ve worked with for 13 years.
When he first walked into our office, he had his sleeves rolled up, tie loose and looking utterly stressed. He hated his job. But it was cushy. Fantastic pension. Hard to walk away from.
We ran the numbers. Worked out what needed to happen to give him a safety net – the freedom to change career without the fear.
He did it.
He’s just turned 60. Loves what he does. Has no desire to retire, although contractually he’ll have to step back in five years. That’s a good problem to have.
The second meeting was with a couple who are five years out from retirement. Last year, cancer arrived…
Yesterday’s meeting was one of the most rewarding I’ve had in a long time. Not because of anything clever we’d done with their money. But because financial worry wasn’t part of the conversation. She’s in no rush to go back to work. There’s no pressure. They can put her health first – he said, “we don’t need the money, she can take her time easing back into work”.
That’s what good financial planning looks like.
Not just spreadsheets and returns.
It’s the man who gets to leave a job that’s slowly killing him.
It’s the woman who gets to focus on getting well.
It’s choices. Made possible long before you need them.
