Omega Wealth Management

Clients

Boomer Randomness Podcast – Financial Life Planning (S05E10)

Boomer Randomness Podcast – Financial Life Planning (S05E10) post image

Catch our own Lisa Kirchenbauer on Boomer Randomness, podcast from former radioshow host Bernie Lucas where he discusses boomers and retirement! Description and link below: Do you have enough money to retire? Are you already retired and wondering if you have enough money to outlast you? Are you Gen X or Millennial and not sure if you even need to think about this stuff yet? Omega Wealth Management founder Lisa Kirchenbauer discuses these issues in this episode. #boomerrandomness #boomers #babyboomer #boomerlife #aging #financialplanning #lifeplanning Listen below: Episode URL: https://www.iheart.com/podcast/269-boomer-randomness-114061277/episode/financial-life-planning-s05e10-158242735/

Back From Sabbatical: Rested & Refreshed!

Back From Sabbatical: Rested & Refreshed! post image

I’m a couple of days into my first week back at Omega after taking 6 weeks away from the business and reflecting on my sabbatical. As I prepared to leave, a number of business owner colleagues were supportive, but surprised that any business owner could ever doing something like this and have a business to come back to. Taking a sabbatical from a business or employment takes planning – we have helped a number of Omega clients plan sabbaticals for weeks and even months from work. With all the work… Read More

Mindful Spending

Mindful Spending post image

Mindful Spending You’ve probably thought at one time “I really should have a budget.”  Or maybe you have one, and you’ve stuck to it for a month or two and fallen off the wagon.  The truth about budgeting is that budgets are hard to create and even harder to maintain. The good news is, you don’t need a rigid budget that lists every single spending category to be successful in achieving your financial goals.  In psychologist and Nobel Prize winner Daniel Kahneman’s seminal work, “Thinking Fast and Slow”, he makes the case… Read More

Is the Mid-Life Crisis a Social Crisis?

Is the Mid-Life Crisis a Social Crisis? post image

In society, we often talk about someone having a “mid-life crisis”. Sometimes it results in a sports car, a new spouse, or just unusual behavior. As more and more Baby Boomers (and soon, Generation Xers) head into this period of time, the impact on society may be substantial. (Check out this interesting Washington Post article that takes us through the potential issues: https://tiny.cc/ysnqsy) At Omega Wealth Management, we specialize in helping our clients navigate through those times of transition by utilizing our skills, training, and tools to help people to… Read More