Discover Financial Serenity,
Make Work Optional, and
Live Happily in Retirement

You’ve worked hard to become financially successful, but you still feel frustrated. Unfortunately, rising inflation, rampant consumerism, and the growing length of retirement make this scenario all too common.

A million dollars just isn’t what it used to be. How can you finally stop worrying and begin enjoying the fruits of your success?

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Why do some people effortlessly achieve financial success, yet others never do?

In Spiraling Up, financial planner Steven Medland lays out a deceptively simple plan to confidently grow and protect your wealth. Through clear and compelling real-life stories, he illustrates the proven principles that lead to financial serenity, making work optional, and living happily in retirement.

So, how do you create the virtuous cycle that leads to spiraling up financially? This book gives you the secrets that informed investors use to achieve financial freedom and retire with confidence. They will work for you, too.

Financial serenity is a state of mind

As shown in the pyramid below, our goal is to move upward from the base toward financial serenity, which is living in a state of financial abundance, gratitude, and tranquility. Financial security, financial independence, and financial freedom are all external, while financial serenity is internal.

The first three levels are defined by numbers that show up in your bank account, investment statements, and financial records. Financial serenity, on the other hand, is something you feel. Pure and simple, it is a state of mind.

EXCERPT
From the book’s Introduction

The Seven Principles of Financial Serenity

We all have unique values, which are things in life we consider important. Principles are internal rules that serve as a link between our values and our actions. This book develops the seven principles of financial serenity to serve as beacons, allowing you to live in accordance with your financial values and achieve your financial goals. The seven principles of financial serenity are:

One: Focus On What You Can Control
Two: Accept That Wealth Is a State of Mind
Three: Cultivate a Growth Mindset
Four: Understand Your Personal Financial Statement

Five: Use Debt Wisely, and Pay It Off
Six: Develop Good Financial Habits
Seven: Manage Risk

Following these principles has a compounding effect. When we make good financial decisions, big or small, it leads to improved circumstances. Those improved circumstances lead to better opportunities, and those better opportunities open the door to even more beneficial financial decisions, resulting in the virtuous cycle of spiraling up.

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Praise for Spiraling Up

 “Steve Medland applies his decades of financial planning experience to lucidly communicate the challenges—and solutions—to achieving financial success.”
— Kent Smetters, PhD, Professor of Business Economics and Public Policy at the Wharton School, and host of SiriusXM Radio’s Your Money program
“Spiraling Up is the playbook that everyone needs to realize financial success and peace of mind for themselves and their loved ones. It highlights the critical need for a financial plan and how that plan puts compounding to work building your wealth and ultimately your happiness. It also calls out the important fact that it is never too late to put a plan in action. It is a thought-provoking and inspirational work.”
— Sarah Johnson, Founder of Stone Arch, LLC, and retired Executive Vice President/Equity Portfolio Manager at PIMCO
“Steve Medland has a deep understanding of personal finance and the ability to articulate that knowledge in a way that’s easy to follow. He lays out a roadmap you can use to create a self-reinforcing, virtuous cycle with your finances. You’ll be glad you read this book.”
— Jason Santamaria, Former President of Stanley Healthcare, and author of The Marine Corps Way: Using Maneuver Warfare to Lead a Winning Organization

About Steve

Steven W. Medland, MBA, CFP®, is a co-founder of TABR Capital Management, which manages more than $150 million for its clients. He has over twenty years of personal financial planning experience, helping hundreds of clients achieve financial security.

A Wharton graduate and recognized expert in personal financial planning, he is a regular guest on SiriusXM Radio’s Your Money show and is often quoted in The Wall Street Journal, Bloomberg Businessweek, Barron’s, and other leading financial publications.

Before finding his calling in personal finance, Steve traveled the world as a US Navy submarine officer, and he now volunteers with Homes for Our Troops,  which builds specially adapted homes for severely injured veterans.

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