Elisabeth Dawson's Wealth By Design

Elisabeth Dawson's Wealth By Design Elisabeth Dawson is a financial coach, author, educator & fiduciary. CA LIC ,

You've spent decades doing the right things. Saving. Investing. Planning for someday. But now that retirement is here (o...
10/10/2026

You've spent decades doing the right things. Saving. Investing. Planning for someday. But now that retirement is here (or getting closer), spending that money can feel surprisingly uncomfortable.

What if you spend too much? What if the market takes a downturn? What if your money doesn't last as long as you do?

Even people who have saved diligently can find themselves hesitant to enjoy what they've worked so hard to build.

That's because having money saved isn't the same as having a plan for how to use it.

A well-designed retirement income plan helps you understand where your income will come from, how your expenses will be covered, and how your savings can support the life you've envisioned.

It's about giving yourself permission to enjoy retirement without constantly second-guessing every financial decision.

Confidence comes from knowing, not hoping.

Grab a copy of Retirement By Design and discover the path to creating the retirement you deserve.✨

09/25/2026

Life insurance isn’t one-size-fits-all.

Whole life and universal life are both designed to provide lifelong coverage, but they work differently.

Are you focused on protecting your family? Building cash value? Adding flexibility to your long-term financial strategy? The answer can help determine which type of coverage may make sense.

Let’s talk about what fits into your bigger financial picture.
📞 (619) 640-2622

Life insurance needs can change over time and it isn’t always just about a death benefit.Depending on your situation, th...
09/22/2026

Life insurance needs can change over time and it isn’t always just about a death benefit.

Depending on your situation, the right strategy may help protect your family, replace lost income, support legacy goals, or even provide additional flexibility as part of your larger retirement plan.

The key is understanding what you need your money to do. Term insurance may make sense for one family. Permanent insurance may serve an entirely different purpose for another. And sometimes a combination of strategies is appropriate.

During Life Insurance Awareness Month, it’s a good time to ask: Does the coverage I have today still fit the life (and retirement) I'm trying to build?

If you haven’t reviewed your life insurance in a while, you may be missing the bigger picture.

📞 Call us at (619) 640-2622 for a complimentary review.

09/18/2026

September is Life Insurance Awareness Month! 🛡️

Term life insurance can work for some people—but it isn’t the right solution for everyone.

The better question is: What do you need your life insurance to do for you?

Depending on your goals, you may want coverage that does more than provide a death benefit. Certain types of permanent life insurance may also offer cash value that can become part of your broader financial strategy.

It all comes down to your situation, your family, and your long-term goals.

Want to see what options may make sense for you? Give us a call at (619) 640-2622.

A big account balance can look impressive, but retirement isn’t funded by appearances. It’s funded by income.When the pa...
08/25/2026

A big account balance can look impressive, but retirement isn’t funded by appearances. It’s funded by income.
When the paycheck stops, the real question becomes:
How will your money continue showing up for you month after month?

A strong retirement plan looks beyond the number on your statement and considers how your assets can work together to create reliable income, manage taxes, protect against unexpected expenses, and support the life you actually want to live.

Because having money is one thing.
Knowing how to turn it into sustainable income is another.

That’s exactly what we teach inside Wealth By Design: how to think differently about your money and build a financial plan around your life, not just your portfolio.

✨ Ready to start designing your wealth with more purpose? Learn more about the Wealth By Design online financial planning course at www.wealthbydesignbook.com/course

08/18/2026

A great financial plan isn’t just about the expenses you can see coming.

It’s in being prepared and able to adapt to the surprises. A major home repair. A medical bill. Or one of those expenses that just seems to come out of nowhere.

Those moments are part of life, and they shouldn’t automatically throw your entire financial picture off course.

That’s why being in control of your finances includes a strategy for the unexpected, not just your monthly bills, savings goals, and retirement accounts. Having the right reserves and knowing where money should come from when life happens can give you options without forcing you to derail everything else you’re working toward.

Want to start building a financial plan designed for real life?

The Wealth by Design Online Financial Planning Course walks you through the foundational pieces of creating a more organized, intentional financial strategy, step by step.

👉 Start your Wealth by Design journey today at wealthbydesignbook.com/course

Women tend to live longer than men. That’s a wonderful gift, but it also means your retirement savings may need to last ...
07/14/2026

Women tend to live longer than men. That’s a wonderful gift, but it also means your retirement savings may need to last much longer than you think.

Too often, women spend years taking care of everyone else while putting their own financial future on the back burner. Then retirement arrives, and suddenly they're faced with questions like:

• Will my money last as long as I do?
• How will inflation affect my income?
• What if I outlive my spouse?
• Can I retire with confidence instead of worry?

A longer life deserves a longer-term strategy.

The good news? Financial confidence isn't about having the perfect portfolio. It's about having a plan designed for your life, your wish list, and your future.

It's time to take control of your financial future by understanding how your retirement income, taxes, Social Security, investments, and long-term planning all fit together. The Ultimate Wealth By Design online course gives you the knowledge and confidence to make smarter financial decisions at every stage of retirement.

🎓 DM the word COURSE to start learning today and take the first step toward designing a retirement that can support the life you want to live.

06/29/2026

Wondering where your retirement paycheck will come from? Let's talk about income sources, cash flow, smart tax strategies, and beating inflation! 🌟

Text or call us at (619) 640-2622 to get your own income Income for life Blueprint! 💰📈

You work hard for your money. But is your money working with the same level of intention?So many people spend years buil...
06/23/2026

You work hard for your money. But is your money working with the same level of intention?

So many people spend years building, earning, saving, providing, and pushing forward… only to reach a point where they realize they’ve been hoping everything will somehow come together.

Hoping they’ll have enough.
Hoping taxes won’t take too much.
Hoping the market cooperates.
Hoping they can retire when they want.
Hoping their income will last.

But hope is not a financial strategy.

A real plan gives your money direction. It helps you understand where you are, where you want to go, and what steps need to happen between now and then.

Your future is too important to leave to chance.
It's time to start designing it with intention.

06/17/2026

Most people are not thinking about retirement planning every day.
And honestly? A lot of people avoid it altogether.

Not because they don’t care about their future, but because retirement planning can feel overwhelming, stressful, confusing, or even a little scary.

But retirement planning should not start with what everyone else is doing. It should not be based on what your neighbor chose, what a coworker said, or what someone else thinks your life “should” look like.

It should start with you.

What do you want your life to look like?
Where do you want to spend your time?
Who do you want to spend it with?
What experiences do you want to have?
What kind of freedom, security, and peace of mind are you working toward?

When you start there, retirement planning becomes so much more than numbers on a page.

It becomes a way to design the life you actually want to live.

And when you can connect your financial plan to your real dreams, it becomes easier to stop procrastinating, take action, and move forward with purpose.

Your future does not have to be something you figure out someday. You can start designing it now.

Get your copy of Retirement by Design here: https://www.amazon.com/dp/B0BPCWZZP5

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92108

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