The Game Plan

Before you reach retirement, it’s important that you take an honest look at yourself and your situation. Truly understanding where you want to go and what approach you want to take to get there will help you build the best retirement plan.

Today we’ll lay out a list of questions you should ponder. Get inside your own head and determine what the answers are for each of these. That way you can have a straightforward conversation with an advisor, and that will result in the best outcome for your financial future.

The X’s & O’s

Check out the timestamps below to skip around to specific topics on the show.

[1:12] – What financial issue is at the top of your list?

[3:05] – What do you desire the most?

[4:58] – How much of a risk taker are you?

[6:28] – Do you have any investment biases?

[8:33] – What did you learn about money from your parents?

[10:13] – What does money really mean to you?