ABOUT

BELIEF #1

You should be able to enjoy your life now and still save for retirement.

BELIEF #2

Having a steady and reliable source of income is key to a successful retirement.

BELIEF #3

Learning about retirement should be accessible and affordable.

I'm Talia.

Originally from New York City, I settled in the high desert in New Mexico. I found myself in real estate in 2005. I had haphazardly started saving for retirement but eventually I realized I was not as prepared as I thought and started to do some research. I discovered some retirement podcasts (The Retirement and IRA Show in particular) that sparked a deep dive into retirement planning with a focus on self-employed people and do-it-yourselfers. This all inspired my
Live Now Method of Retirement Planning.

Now (almost) a ChFC (Charter Financial Consultant), I'm eager to help people develop their retirement plans that will allow them the freedom to enjoy their lives now and still save towards a secure retirement.

I'm here to help you develop an actionable retirement plan with on-demand courses, on-going blog posts, and the opportunity to receive one on one coaching!

MY STORY

I started in residential real estate in 2005 and since then I have watched the housing landscape change dramatically, while the income landscape has not kept pace, making the dream of home ownership and secure retirement unattainable for many people. My deep understanding of these issues and how homeownership can contribute to someone's future make me unique in the retirement education and coaching landscape.