Our working lives in Connecticut were brutal.
- I was on a 5:50 am train from Old Greenwich to Manhattan.
- My husband drove 70 miles each way from CT to NJ.
- We left our kids with a full-time nanny while we each worked in a different state.
Then we moved to Houston.
After a tough year of transition:
- House renovations.
- Having to make new friends.
- Oil prices hadn’t crashed yet.
One night at a gala, I turned to the woman next to me and asked,
“Why am I so unhappy?”
“Oh, it’s common for people to be unhappy in your 40s,” she said casually.
Why do some people go through this and others don’t?
Was it biological or was it because my industry was changing?
- Investment management nor mutual funds could no longer charge high fees.
- Stock picking and mutual funds were getting replaced by robo advisors, low-cost index ETFs
While this wasn’t difficult to accept, my life felt out of control.
But at the very core, based on my decisions, I hated where my career had taken me.
As I was running around the track at Kinkaid, I was listening to Ryan Holiday’s
The Obstacle Is the Way.
The obstacle was the robot (robo advisor) and I had to fight the machines.
If I wasn’t so pissed off about my life, I would have never made such a hard life-changing pivot from portfolio manager to becoming a financial advisor.
Now I really love my job/career.
I would not be in this awesome place, owning my own financial advisory and investment management firm, if it weren’t for my midlife/mid-career crisis.
Investing is never easy.
Investing in yourself is even harder.
It’s like working out!
There is no pain, no gain.
If you make the tough decisions.
Do the work.
The payoff is very rewarding.
I still wake up at 5:20 am, but it is to write instead of rushing for my 5:50 am train.
Thank you #CodyRigsby for a great workout!! Wish I had your dance moves!
I love growing my business, investing and working with my amazing clients and friends.
Please reach out if you are wondering what a transition might feel like.
Financial planning + Investing = Freedom
Empowering women to take control of their future!
Your Friendly Wealth Engagement Guide,
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