Trusted financial advice to help you create better money habits. Read our financial articles below.

Plan - Navigate - Enjoy

1 Week Until Liftoff!

JULY 1, 2021

1 week away until liftoff!
Monday’s will be a Money Monday episode.
Thursday’s I interview amazing human beings who share their stories with you.

Defining Retirement

JUNE 30, 2021

Retirement- the action or fact of leaving one's job and ceasing to work.
I’m not a fan of this definition.

July 8th

JUNE 30, 2021

The Retire As You Desire Podcast will air its first episode. Please help support the show.

Taking the Worry Out

JUNE 12, 2021

The other day, I asked someone the same question in the email title:  What has to happen for you to Retire with confidence?  I was surprised by the answer that I received.

Choosing the Right Plan

JUNE 11, 2021

One of the biggest stumbling blocks I see people have is... Choosing the right time to invest their money, plan their lives, and take action.

Retirement Clock

JUNE 6, 2021

The other day I had a fantastic meeting with a long time client of mine.  She said something that was very profound to me.  She had mentioned in passing that she had 0 days left on her retirement clock.

How long will your money last you in retirement?

MAY 28, 2021

How long is your money going to last you? How long are you going to live for? How are you going to protect your assets if you become sick? These are the 3 main risks concerning retirees today.

5 Seconds

MAY 26, 2021

Our brains are fascinating. Recently I read that we have 5 seconds to act on an idea. During those 5 seconds our brains try to protect us, or talk us out of making that decision.


The Best is Yet to Come

MAY 15, 2021

There are going to be so many exciting new opportunities when everything is said and done here. Think about this... With layoffs comes opportunity.

Multiplier Mindset with Dan Sullivan Podcast Episode

APR 14, 2021

After joining The Strategic Coach® Program, Bill learned a better way to do things, hiring team members so that he could spend time only on the activities in his business that he loved doing.

The Power of Telling Your Story with Rebecca Hall Gruyter Podcast Episode

MAR 19, 2021

Each one of us has a story to offer the world. Join us as Rebecca Hall Gruyter talks about the power of story with guests Bill Bloom and Cathy Davis.

Adapt and Grow to Fulfill Your Potential Impact with Rebecca Hall Gruyter Podcast Episode

MAR 4, 2021

Life is full of opportunities to change and grow as we lead our lives personally, financially, and in our careers.

Kid's Financial Education Class

MAR 2, 2021

March 9th, 5PM CST Block this time on your calendar. ESPECIALLY if you have kids or grandkids. Here's why... I'm teaching a 25-30 minute class on money - FOR KIDS! 

Chef Larry Cooking Class

MAR 2, 2021

If you missed our cooking class with Chef Larry Asher from the Chicago Yacht Club, then you are in luck!  Here is the video replay on YouTube.  Please share this with your friends and make sure that you click the subscribe button!  

The Author's Journey with Rebecca Hall Gruyter Podcast Episode

FEB 16, 2021

Join us a Rebecca talks with Retire as You Desire author Bill Bloom about this insightful book about a happy and healthy retirement.

The State of the U.S. Economy with the Scott Becker Private Equity Group Podcast 

DEC 18, 2020

This webinar discussed what leaders of large and small businesses and experts on large and small business are seeing regarding the US economy. What is the current state of the situation? What is the outlook?

Firebuilders Live Podcast

NOV 22, 2020

Sooner or later, we’re all going to retire. And if you’re smart, you’ve figured out how to make your money work for you, instead of simply working for money.

Find Hope in the Midst of Uncertainty

OCT 8, 2020

We live in a time that seems particularly uncertain – we feel it, don’t we? Listen in as Rebecca talks with Lois Hermann and Bill Bloom about different aspects of coping with uncertainty. 

Press Release!

OCT 13, 2020

October 22nd, 2020, will be a date for people who want better money habits to pay attention to. 

Own Your Success Podcast Episode

SEP 30, 2020

Bill Bloom is an independent financial planner and principal of Bloom Financial Company. He helps individuals and business owners understand their current financial situations, define future goals, and develop a strategy that is flexible and will allow them to reach their retirement objectives. Bill helps clients “Retire as You Desire” by providing them with meaningful strategies to a wide range of financial matters.

Press Release

AUG 14, 2020

Bill Bloom knows how many families are feeling right now financially. The founder of Bloom Financial grew up in a small house in Chicago's southwest suburbs and watched many families deal with layoffs and mortgage bills.


JUNE 18, 2020

Work has been quite different for me lately. How has it been for you? 


JUNE 9, 2020

When I think of happiness, I think of progress. Making progress comes from making decisions. Taking action.

Keeping Score

APR 15, 2020

Tough times, we are in. The global economy has slowed. We have been in our homes now for a couple weeks.


APR 3, 2020

The other day I was talking with my friend and fellow entrepreneur Justin Breen. Justin has a life-changing connector company that allows people and companies to have their stories told throughout the world.

Have you thought about your future lately?

MAR 31, 2020

The other day I was on the phone with prospective client. I asked him how he was doing with the current market situation.

Bloom Financial Announcements

MAR 20, 2020

Happy Friday! I’ve got some exciting news to share with you! First, about a month ago Bloom Financial hired another team member. 


MAR 13, 2020

All have been quite negative over the past three weeks.  Would you agree? 

Don’t forget about the positive things in your life. 

It Always Comes Back

MAR 3, 2020

Have you ever heard someone say that the stock markets will come back? The stock market always come back.

The Magic Ticket

FEB 27, 2020

Imagine you’re about to retire.  Say, in six months from now…

The Same Wind Blows on Us All

FEB 24, 2020

The difference on where you arrive in one year, three years, five years - the difference of arrival is not the blowing of the wind,

but the SET OF THE SAIL.”


FEB 18, 2020

Spending money brings joy to oneself.  Really think about how you are spending your money during your free time.

Cash Flow is King

FEB 10, 2020

When my clients want to retire, I am able to help people like yourself by creating cash flow on a monthly basis from your investments.

6 Years

FEB 3, 2020

February 3rd, 2014.  I'll never forget that day.  I was 28 years old.  I just left the company that hired me right out of college.  I had no income and no clients.


JAN 30, 2020

Being consistent in saving and investing for your retirement can mean the world to your future retired self.  How often do you think about being a consistent investor outside of your 401(k) plan to save for your retirement?  

Friday was a great day

JAN 28, 2020

Well, this past Friday was quite a milestone for me.  I'm proud to let you know that I passed my last Retirement Income Certified Professional course through The American College!  

2020 Financial Goals

JAN 22, 2020

What are your financial goals?


Bill Bloom








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