Risk, Initiative, and the Power of Planning: Poking the Box in Your Financial Life
Photo: Shahram Anhari
We help people retire with confidence. Confidence comes from taking initiative in a world that rewards action.
Seth Godin, a bestselling author and thought leader on innovation and marketing, often reminds us that progress starts with taking initiative. In his book, Poke the Box, Seth Godin makes a bold argument: the world doesn’t need more compliance. It needs starters.
People who take risks, shape ideas, and move forward.
That’s true in marketing, true in business, and definitely true in life and retirement planning.
The Real Risk Is Doing Nothing
Most people think risk is about investing in the stock market or launching a business. But the biggest risk? Inaction.
Not addressing rising healthcare costs.
Not planning for taxes in retirement.
Not thinking about longevity or how long your money needs to last.
Not knowing what you own or why you own it.
These are the slow-burning risks that drain wealth and peace of mind. The ones that sneak up on you because they look like “normal life.”
Godin’s advice? Start something. Take a step. Make a move. Don’t wait for permission.
You Need a Plan, But Not Permission
Planning isn’t about predicting the future. It’s about preparing for it. It’s how you move from reacting to leading your life with intention.
At Longevity Wealth Strategies, we don’t hand you a rigid map we co-create a flexible framework that evolves with you. We help you poke the box in your financial life:
What if you took control of your income strategy before retirement?
What if you restructured your assets to be more tax-efficient?
What if you took initiative instead of waiting for a “better time” that never comes?
When you pair a smart strategy with the courage to act, you move from passive participant to proactive architect of your future.
Initiative Is the Engine of Progress
Godin writes, “The job isn't to catch up. The job is to develop a habit of starting.” In finance, starting is everything:
Starting a budget.
Starting a conversation about estate planning.
Starting to understand your risk tolerance and aligning your portfolio accordingly.
Starting your legacy plan—even if it feels early.
You don’t need to get it perfect. You need to get it going.
Our Invitation to You: Poke the Box with Us
Whether you’re 10 years out from retirement or already in it, there’s always a box to poke, a system to improve, a blind spot to illuminate, a risk to neutralize.
We’re here to help you ask better questions, build a resilient plan, and most importantly, take action. Because the only real failure is staying stuck.
Let’s make your financial life a launchpad, not a waiting room.
Take the first step. Schedule your Discovery Strategy Session today.
Disclaimer: The information provided is for educational purposes only and does not constitute investment, tax, or financial advice. Consult with a licensed professional before making financial decisions.
