Tue, 27 January 2015
Don't Skip This Step!
Sign Up for Friday's Webniar Here One of the most heartbreaking things I've seen over 24 years advising families is a surviving spouse or family member dealing with an unorganized estate. Not having your affairs in order, puts a huge burden on your family and compounds the stress of there loss. According to a recent survey, 61% of people don't have a will. Even those that have a will, have failed to organize their financial information to make it easy for their loved ones to act. Don't be one of them. Leaving a big mess of your affairs and estate plan will make life suck for your family when you die. A messy estate can take major financial and emotional tolls on your family. Take the simple steps outlined this week and give a beautiful gift to those you leave behind. Here Are Your Action Items for the Week
Don't Miss Friday's WebinarDon't forget to tune in to the Can Carl Retire? Results Webinar this Friday at 3:00 CST. You'll watch live as Carl finds out whether he can achieve his ideal retirement. Plus, you see live as I stress test Carl's plan against the most common worries in retirement:
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Tue, 20 January 2015
Risks can rob you from living a great life. Focus too much on them and you can miss out on a full life. Ignore risks and you can destroy your family's financial security. If you've started planning for retirement, you're probably overwhelmed with all the things you should worry about. This week, we'll address, head on, some of the biggest risks during retirement and help you assess how to handle them.
Important Note: If you haven't listened to step 1 or 2 of Carl's Plan you'll want to start there: This week, you'll focus on identifying and managing some of the big risks we all face during retirement.
Here's Your Action Items for This Week
In week 4, we'll discuss how to organize your affairs and set a gifting strategy for those you love.
Want Access to the Free Resources to Plan Along Side Carl?It's Not Too Late to Create Your Ideal Retirement Sign up (rogerwhitney.com) and you'll receive:
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Tue, 13 January 2015
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Tue, 13 January 2015
Well, Were You Able to Dream Up Your Ideal Retirement? It can be hard to think big. Hopefully, you stretched yourself. No worries, if you're not finished. Your life is always a work in progress. Important Note: Sign up late? If you'd like the resources from week one, replay and let me know. This week, you'll focus on identifying and organizing your financial resources. In this step you'll create a clear snapshot of your current financial situation. This is a critical step. Don't get bogged down in getting every number right. You can fine tune things later on. Just focus on getting a read on your current financial picture. For some, this can be hard to look at. If that's you, please relax. We've all walked a similar road (including me!). If you've made mistakes (maybe BIG mistakes), forgive yourself. The fact that you're receiving this e-mail proves, you are working to create the best life you can. Here's Your Action Items for This Week
(To get assess to these resources sign up at rogerwhitney.com)
In week 3, we'll discuss some of the financial risks during retirement and ways to decide what to do about them.
It's Not Too Late to Create Your Ideal RetirementSign up (rogerwhitney.com) and receive weekly e-mails with all the resources we've covered. |
Sun, 11 January 2015
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Sun, 4 January 2015
Are you ready to dream up your IDEAL retirement? This is week one of the Can Carl Retire? virtual retirement planning event. If you signed up for the free resources, you should an e-mail with all the items you need to complete this first important step. Haven't signed up yet??? No worries, there's still time. Click here and learn how you can plan along with us. Dream Up Your Ideal RetirementIn this episode, you'll listen is as I help Carl clearly defines his IDEAL retirement. This is the week you get to think BIG about your future too. Don't worry about getting it all right. Your goals will change countless times. Focus on identifying what you care about right now. We'll discuss a process later, on how to adjust them as your life unfolds. Your Action Items for This Week
It's Not to Late to Plan Alongside Carl |