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Thank you for joining me on tour. I hope you learned a ton from the Balancing Wealth and Wellness workshop and now feel empowered to plan for retirement on your terms.

Remember, specificity squashes uncertainty, and wellness starts with intention. So don’t be afraid to get detailed, make a game plan, and commit to it!

Your future self will thank you. Trust me.


I’d love to hear your thoughts on the workshop so we can make it even better next year!

Please take a moment to complete this short questionnaire:



Need help estimating your unique nest egg number and the amount to contribute each year to reach it?

Enter your name and email here, and I’ll send you the spreadsheet to play around with!

Note: By entering your name and email, you’ll also receive our ReisUPdates newsletter going forward. You may unsubscribe at any time.

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Want to win a free copy of Broke Millennial Takes on Investing by Erin Lowry or Student Loan Solution by David Carlson? Complete the following steps within 24 hours of the workshop to enter for a chance to win:

  • Follow @reisupllc on Instagram

  • Post a picture from the workshop or this graphic to your Instagram account (feed or stories) using the hashtag #REISUPMONEYTOUR

  • Tag @reisupllc and your company’s Instagram handle in the photo

  • Tell us which book you’d like to win!

One copy of each is up for grabs at each tour stop. Winners will be announced on Instagram stories the day after the workshop.

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Check out ReisUP’s MONEY course:

(Available for purchase on an individual basis OR as a bespoke group program for company employees.)


MONEY offers our full financial education curriculum. You’ll learn the fundamentals that every individual needs in order to build a healthier relationship with money and a strong financial foundation for the future. MONEY contains 75+ videos spread across these seven distinct modules:

  • Money Mindset

  • Cash Flow & Net Worth

  • Credit & Loans

  • Income Taxes

  • Insurance & Protection

  • Investing 101

  • Rock Retirement

Wish you and your colleagues had access to a custom corporate version of this program (and even videos about your company’s specific retirement and employee benefits plan)? Let your HR / People Department know.