You may have enough savings, but do you spend enough?

More often than not, I have clients who come into my office who only focus on saving their money. They don’t realize that this is money that will never be spent. The beginning of retirement (age 65-75) is referred to as the “Go-Go” years. You will have the most time and energy to travel, enjoy your favorite hobby,  and vacation with the grandkids. 

Family fun

Family Cruise to Alaska

In 2006, John’s mother-in-law, June, came to his office for her performance review.  John identified that June had a good amount of money to spend. He asked her “Do you want a new car?” “No, my car is new”, she said. “Anywhere you want to travel?,” John asked. “I have been to Europe, and many places in the United States, but I have always wanted to go to Alaska. I can’t go by myself, though.” John said, “Take us!”

She paid for all 13 family members to go on a 14-day Alaskan cruise. She bought a memory for the family.

There isn’t a month that goes by in John’s house where they didn’t talk about that trip to Alaska that “Mama June” took them all on.

 

Alaska, 2006.

Fun is our Priority

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Office fun

The Tomato Farmer

In 2020, John decided to start a tomato garden in his backyard.  His motto in life is “if a little is good, then a lot is better” and planted more tomatoes than he could eat. Instead of a tomato garden, he grew a tomato farm. John decided to share his tomatoes with his clients with special events including BLT & Better Burger Friday.

Client fun

Better Burger Friday

JCN enjoys spending time with its clients. On select Fridays of the year, Chef John hits the grill to cook guests a “better burger”. Just as John spends time to research the best companies to invest in, he does the same for his burgers! In order to get a “better burger”, you must have the best bread, lettuce, tomatoes, cheese, and meat (yes, the order does matter.) Watch the clip below to get a sneak peak.

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