Tue, 24 March 2015
Just because Bill & Sally can't achieve their ideal retirement, doesn't mean they can have a great retirement. In this episode, we'll discuss:
How to Access Tomorrow's Free WebinarIf you've signed up to plan alongside Bill and Sally, you'll receive an e-mail with all the details.
If you haven't and want to attend... |
Wed, 18 March 2015
Yeah, you read that right. Bill and Sally cannot achieve their ideal retirement. That really sucks....or does it??? Remember in episode 55, when I outlined Bill and Sally's ideal retirement? I said "too many people are being too reasonable when setting their retirement goals" and challenged you to think BIG about yours. Well, that's what Bill and Sally did. The fact that they can't achieve their ideal demonstrates that they did it right. They thought BIG about what their life could be. Now that they realize that "ideal" isn't reasonable, they can begin the work of prioritizing what matters most to them. That's an awesome accomplishment. Only by thinking BIG first were they able to identify everything they might want. Now they can choose the most important things. In this episode, I review their ideal retirement goals, financial resources and the results of their ideal retirement analysis. Here Are Your Action Items for the Week:
Help Create Their Retirement Plan
Go Here and submit your answers and I'll work to incorporate them into next week's webinar.
Bill & Sally Want to Retire Webinar, March 26th at 7:00 CSTIf you're not already signed up to plan along side Bill and Sally
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Wed, 18 March 2015
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Wed, 11 March 2015
If you asked me what was the most important item you should do to track your financial health I would tell you to track your net worth. A net worth statement is the most powerful tool you can use to track your financial progress over time. This simple one page document represents the sum of all your financial decisions over time. There's no hiding with good intentions on a net worth statement. Ultimately, I think, it reflects what you value most. Organizing Your Financial ResourcesNow that Bill and Sally have dreamed big and identified their needs, wants and wishes for retirement, it's time to see what resources they have to work with. This week, we review their cash flow (income sources and expenses) and create a net worth statement to see their assets and debts. If you've signed up to plan alongside Bill and Sally, here are your action items for the week. (Haven't signed up yet? see the bottom of this post) Here’s Your Action Items for This Week:
Challenging Questions of the Week
Respond with your answers here. It's Not Too LateGet All the Free Resources and Access to the Webinar on March 26th |
Tue, 3 March 2015
Too many people are being too reasonable when setting their retirement goals. STOP! When you start your planning for retirement it is critical that you think big. There's time enough later to be reasonable. Right now, focus on what your ideal life would look like....what would your life be if you could "have it all"? I know, thinking big about your future, is much harder than it seems, especially when it comes to retirement. That okay, I'll help you snap out of it. Dream Up Your Ideal RetirementIn this first step of planning with Bill and Sally, I personally challenge you to suspend our reasonableness. Sit down with your spouse and a glass of your favorite beverage (for these talks, this is mine) and dream big. Your Action Items for This Week:(For those of you that signed up to plan along)
Challenging Questions of the Week
Send me an e-mail or go here to give my your answers. It's Not Too Late to Get All the Free Resources to Plan Too
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