facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause


Ideal Living

Our monthly guide to finance and wellness to inspire you to create a life of purpose and impact.

Live Your Purpose.  Invest With Impact.  Enrich Your Community.

JOIN OUR MAILING LIST to receive the latest issue of "Ideal Living"


July 2024

 Read Full Issue

June 2024

Read Full Issue

May 2024

Read Full Issue

April 2024

Read Full Issue

March 2024

Read Full Issue

January 2024

New Year, New You!  This issue has some great articles for starting fresh.

Read Full Issue


December 2023

This month's article lineup includes:
  • “9 Ways to Reduce Stress”
  • Ohana Blog: “5 Classic Christmas Stories”
  • “8 Easy Money Moves to Make This Year for Better Finances in 2024”
  • Read the full issue for more --->>

Read Full Issue

November 2023

This month's article lineup includes:

Read Full Issue

October 2023

This month's article lineup includes:

Read Full Issue

September 2023

This month's article lineup includes:

Read Full Issue

August 2023

It's Back to School Time, so here's what you can learn this month:

Read Full Issue

July 2023

Check out these feature articles:

Read Full Issue

June 2023

This month we honor the dads!

Read Full Issue

May 2023

In honor of Mother's Day, we're sharing
  • Ohana Blog: The Best Financial Tips for Mothers
  • "The Keys to Help Women Build Retirement Strategies"
  • Check out the full issue for more great articles including:
    • "Bucket List Living: Not for Retirement Only"
    • “Normalcy Returns Faster Than You’d Think After Financial Crisis”
    • and more --->>>

REad full Issue

April 2023

It's a big month at Ohana - we celebrated Reds opening day, Earth Day is coming up & we've got some great new content for you.  Do you include your finances in your spring cleaning routine?  Check out our blog to find out more.
  • Ohana Blog: 7 Ways to Spring Clean Your Finances
  • "Making the Case for Self-Care Among Physicians"
  • "How Innovation Can Make the World More Sustainable"
  • Outlive: The Science of Art & Longevity by Peter Attia, MD
  • Check out the full issue for more great articles ---->>>

Read Full Issue

March 2023

We are edging ever closer to March Madness and the Reds opening day! Speaking of March Madness, do you know the similarities between how to approach your office pool brackets and long-term investing?  Find out in this month's newsletter, plus some secrets to healthy aging and the steps you can take for a long and happy life.
  • “This Is How to Have A Long Awesome Life: 5 Secrets from Research”
  • “Relationships Are Biggest Predictor of Lifelong Health, Happiness”
  • Ohana Blog: How March Madness is Like Investing
  • “Saving Money: 8 Steps to Staying on Track for Your Goals”
  • Check out the full issue for more great articles ---->>>

Read Full Issue

February 2023

Need a little inspiration to stick with your New Year's resolutions?  We've got you covered.

Full Issue

January 2023

To make sure you get 2023 started on the right foot, check out these helpful articles:
  • "15 Cheat Codes for Life: Jump 7 Years Ahead of People"
  • Ohana Blog: 5 Financial Goals for the New Year
  • "Use Mindfulness to Take Your Finances to the Next Level in the New Year"
  • Ohana's Watchlist: Limitless with Chris Hemsworth
  • "20 Money Tips for Weathering a Recession"
  • and more!

Click to read full issue


December 2022

As the year comes to a close, we've rounded up some articles for those nearing a close to their career - retirement.  Plus, in the midst of giving season we highlight 5 ways to maximize your year-end giving strategies.

Read Holiday Issue

November 2022

With the holidays upon us, why not take steps to simplify your life? Simple shouldn't always mean easy, though. Read the articles in this month's newsletter to start simplifying your life and understand how you should embrace life's challenges in order to grow.  Plus, we share our 2023 retirement planning strategies on our blog and some thoughts on recent stock market volatility.

Read Full Issue

October 2022

In this how-to issue, we'll explain utilizing micro habits to help make positive life changes, how to think about aging (it’s all positive!), and discuss some items to think about when you start planning for retirement.
  • “27 Life-Changing Micro Habits That Require Only a Few Minutes”
  • “We’re Thinking About Aging All Wrong, According to a Longevity Expert”
  • Community Spotlight: Edible Ohio Valley
  • Ohana Blog: "Retirement Strategy: Money and Longevity"
  • Keep reading for more great articles...

Read Now

September 2022

We kick this newsletter with some great advice for anyone thinking about retiring.  Plus a new blog on the importance of international investing in a diversified portfolio.  AND who doesn't love a cute dog photo?
  • "A 67-year old who 'un-retired' shares the biggest retirement challenge 'that no one talks about'"
  • "Space, sustainability and security: the intersection of domains"
  • Community Spotlight: Tri-State Trails
  • Ohana Blog: "The Case for International Investing"
  • Looking for the cute dog photos?  Read the full issue.

Read Now

August 2022

From a summer reading list curated by life planners to new blog post on why more professionals in the medical and university fields are retiring now, and considerations for you to review if that’s a decision you’re looking to make, check out our last issue of the summer.

Read Now

July 2022

With 2022 officially halfway over, you may be looking for some motivation to build some new positive habits, we’ve got you covered with some great articles to start off the newsletter in addition to a wonderful book recommendation.  
  • "The Seven Habits That Lead to Happiness in Old Age"
  • "The 1 in 60 Rule: How Remarkably Successful People Stay on Track to Accomplish Their Biggest Goals"
  • Ohana Blog: "Is It Time for a Financial Checkup?"
  • Community Spotlight: Civic Garden Center
  • Ohana's Reading List: Atomic Habits by James Clear

Read Now

June 2022

Summer weather is finally here, and we hope you’re taking the time to slow down and enjoy all that summer has to offer. Along with this theme, our first article explores how having fun can make you both healthier and smarter. In addition, now that the year is almost half over, read our blog below on the importance of conducting a mid-year financial checkup to make sure you are on track to meet your goals.

Read the Issue

May 2022

Spring is finally here. Hopefully it has you motivated to get outside and maybe try some new things. We've compiled some articles on living life differently, life hacks to help you break out of your current routine, how to overcome difficulties by embracing the challenges and breaking through to a better you.

Read The Issue

April 2022

In this Earth Day edition, we highlight some concepts to help make our planet (and our lives) better - from sustainability and ESG investing to finding your passion.

Read Full Issue

March 2022

We're focusing on living your ideal life (again).  Inside are principles, habits, and an ESG investing guide to help you get started.

  • Ohana Blog: "How to Discover and Live Your Ideal Life: A Guide for Medical & University Professionals"
  • "5 Simple Principles That Will Help You Live Your Life on Purpose"
  • 5 Step Guide for Ethical Investing
  • Community Spotlight: Matthew 25 Ministries
  • and more!

Read full issue

February 2022

We're kicking off the year with some timely, thought-provoking content (& a Bengals Super Bowl appearance!).

Read full issue


November 2021

Our holiday issue is full of goodies & lots of timely articles from dealing with holiday stress to year-end charitable donations.

Read November Issue

October 2021

This issue's theme is investing in your future self.  Articles include:

Read October Issue

February 2021

Finding inspiration in nature is this month's mantra.  Articles include:
  • "The World Outside: A Case for the Outdoor Life"
  • "U.S. Added Record Amount of Wind, Solar Capacity to Grid in 2020"
  • Community Spotlight: Cincinnati Recycling & Reuse Hub
  • Team Ohana: CHCA MLK Service Challenge
  • Ohana's Watchlist: Second Act
  • "10 Myths About IRA Contributions"

Read February Issue

January 2021

As we kick off 2021, what changes are you ready to make to build the live you were meant to live?
  • "1,273 People Share Their Best Life Lessons from 2020"
  • "15 Life Skills Everyone Should (Actually) Know"
  • "Welcome to a new era of ESG and sustainable finance"
  • Community Spotlight: Fill More Waste Less
  • Team Ohana: Chris's Polar Plunge
  • Ohana's Reading List: The Resilliency Effect
  • "Almost everything you need to know about SPAC's"



December 2020

This may be the jump-start you need to find the best version of yourself.
  • "Asking Yourself These 4 Questions Will Lead to a Longer, More Meaningful Life"
  • "How to Find Happiness in Today's Not-So-Happy World"
  • "Investors Pile into ETF's Devoted to Socially Responsible ESG"
  • Community Spotlight: Cincinnati Zoo & Botanical Gardens
  • Team Ohana: Hais Family's Move Towards Living Green
  • Ohana's Watchlist: Kiss The Ground
  • "7 Financial Moves to Make 2021 Less Stressful"


November 2020

Need a little inspiration?  We've rounded up some articles to do just that.
  • "20 Things People Learn Too Late In Life"
  • "12 Age-Reversing Habits"
  • Is Socially Responsible Investing (SRI) Right for You?
  • Community Spotlight: Cincinnati Nature Center
  • Ohana's Watchlist: find out what we're watching ...
  • What to Consider When Making Big Purchases

August 2020

We're back this month with fresh new articles to inspire you.
  • "The Fuel of Personal Development is Motivation"
  • Why Regenerative Agriculture is the Future of Sustainable Food
  • Community Spotlight: Fibonacci Brewing Co.
  • Team Ohana: Nature Getaways
  • Upcoming Events: UC Retirement Plan Changes Webinars

June 2020

We have some great content lined up for you in this month's issue.
  • 5 Questions to Ask When You Need Help Finding Your Purpose
  • Reduce Your Impact - Plastics (Part 2)
  • "10 Reasons You Need a Garden"
  • Community Spotlight: Local Food Connection
  • "Working From Home: Understanding Home Office Deductions"

May 2020

This issue of "Ideal Living" includes:
  • "Three Equations for a Happy Life, Even During a Pandemic"
  • What emergency relief options are available to me?
  • "The Health Benefits of Going Outside"