So Much to be Thankful For!

So Much to be Thankful For!

by | Nov 17, 2023 | Blog, Financial Advisor, Retirement, Wealth Management

One of my favorite traditions is taking time each year before Thanksgiving to reflect on the year and what I am thankful for. This year I decided to share my “Thanks” with you!

The neighborhood in which I live had a lot of turnover this past year. Eight new families moved in on our street and it has been a pure joy and delight to meet all of them. We hosted a neighborhood get-together in June and another neighbor hosted a get-together in August. It is so much fun to see neighbors spontaneously catching up with each other now that we are all acquainted!

Supporting Small Business

My young adult daughter Britta is an entrepreneur and owns her own Web & Graphic Design company. As entrepreneurs on the heels of COVID, we decided to sponsor events for ladies here in South Denver to get us all out and socializing again. Over the course of the past year, we hosted events for Custom Cookie Decorating, Charcuterie Boards, One Hope Wine Tasting, Collagen & Cocktails, Touchstone Crystal Jewelry, and an event inside a small business that supports local artists. I’m thankful for the opportunity to support small business owners and getting to know all the ladies who attended the events!

Thankful for Musical Theater

During our spring travels, Britta and I discovered the Rocky Mountain Repertory Theater, a gem in Grand Lake, CO! The Repertory performs four musicals throughout the summer. We attended three of them: Beautiful, Pirates of Penzance, and Almost Heaven. A true joy and highlight of our summer.

Signature Talk

For years I’ve wanted to write my Signature Talk. I embarked on that journey this year and am so thankful for my coaches who helped me write “WEAVE Your Financial Tapestry.” I’m super excited to weave my new talk into my business model.

Thankful for a Get-Away

Britta has always had an interest in owning a property in the mountains. Since we both work from home, we thought it would be nice to have a quiet place away from the city to spend some time. With our travels back and forth to Grand Lake, her interest was piqued in looking closer in that area. On August 23, Britta closed on a condo in Fraser. It’s a hybrid personal use residence as well as a short-term rental. I am so thankful she was able to purchase the condo while I am still young enough and active enough to thoroughly enjoy the entire experience!

Sending a Powerful Message

Two years ago, a significant movie was released called The Baby Boomer Dilemma, an Exposé of America’s Retirement Experiment. It was such a powerful message I immediately got involved. This month we are releasing The Retirement Deception, Exposing the Truth About Retirement Success. As one of the Executive Producers, Britta and I attended the recent Red Carpet Movie Premiere in Salt Lake City. I am so thankful I can bring this movie to YOU so you too can learn more about your money in retirement.

I’d love to hear your stories of “Thanks” if you are open to sharing!

Warmly,

Judy Carlson

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