Your Tour Guide

Polly Washburn

Visiting Ngorongoro Crater, Tanzania

I’m Polly Washburn. I’m a Chartered Retirement Planning Counselor℠, trained by the same folks who accredit Certified Financial Planners. The coursework is based on the section of the CFP curriculum that focuses on retirement.

I’ve travelled and lived all over North America and the world. I’ve lived in 20 cities and visited 40 countries (so far!).

As someone who has spent time as a writer, non-profit fundraiser, filmmaker, and freelance software engineer, I got a late start on retirement investing. I’m a testament to the fact that it’s never too late to change the work you do, start new creative projects, and start socking away at your retirement fund!

Filling out all the paperwork to claim Medicaid for my mother and register her for a state program to spend her last year in an assisted living facility opened my eyes both to the range of options that exist, and efforts needed to find and take advantage of them.

As I talk to people in their 50s and 60s, I know that many fear they can never retire. My mission is to help people not just "be ready" but TRANSFORM their concept of retirement. We are not going to "do" retirement the same way our parents or grandparents did. We have more options because we're willing to think differently and experiment. The tools on this site, my planning sessions, workshops and writing are all my attempts to help us do that.


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