Ep 51: What Is Your Retirement Dream?

Whether you want to focus on travel or on starting a new hobby, having a plan for what you will actually do during retirement is important.

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The Game Plan

We talk a lot about the Xs and Os of retirement. How much you will need, investing, living within your means, etc. So today, we are going to focus on what it means to live your dream retirement.

For a lot of people, retirement is daunting. The thought of not having a routine can be unnerving. You will want to have structure and think about what your average days look like. Will you be traveling? Going out to eat? Golfing? Staying home? Whatever your dream is it’s great to plan out in advance for personal and financial reasons.

The X’s & O’s

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

[1:00] Happy Halloween!

[2:55 ] Dreams in retirement

[4:36] Everyday basics

[8:19] Having structure

[11:36] What makes you happy?

[13:49] Quantify your dream

“They call them the go-go years. Where they are going to go do things, so they are budgeting more money in the front end of their retirement. “

– Dale Tondryk

More To Explore

Ep 73: Getting it Right: Irreversible Financial Decisions

There are plenty of decisions that you’ll make in the retirement planning process that can’t be undone, so you want to make sure that you make the right call. In this episode, we’ll explain why these decisions are so important and can’t be undone.

Ep 72: Can’t Get No Satisfaction… Or Can You?

Want to know the secrets to experiencing satisfaction in retirement? We’ve discovered five key situations in which your financial plan needs to lead you. If you can key in on these five points, you’ll have a high chance to achieve retirement satisfaction.

Ep 71: Going Against the Grain to Achieve Your Retirement Goals

Being a good advisor isn’t about winning a popularity contest or just saying the same things that everyone else in the industry says. It’s about giving the best advice that you can for each individual situation. On today’s show, we’re going to peel back the curtain to discuss some areas where a good financial advisor’s opinions might go against the grain with mainstream ideas in the industry.