The Game Plan
So much of our time is spent working on accumulating and building wealth during our lives that we forget the reason for it all.
If you haven’t stopped and taken a step back to see the bigger picture, we want to encourage you do just that. What retirement are you living for? That’s the question to ask yourself. Once you determine that, it makes planning much clearer.
As advisors, our goal is to help you identify your ‘why’ and then build a plan to help you reach that. On this episode, we’re going to explore some of the common motivations people have for retirement and take you through the process that we use to help them reach those goals.
Listen to the full episode or click on the timestamps below to skip around to specific topics.
The X’s & O’s
Check out the timestamps below to skip around to specific topics on the show.
[1:59] – Spending more time with family
[5:42] – Buying stuff
[8:00] – Big travel plans
[10:21] – Helping grandkids with college
[12:13] – Funding a charity