Smart Retirement Planning: Beyond Numbers and Investments
When it comes to planning for retirement, the focus is often on managing portfolios and investment strategies. But there’s a crucial step that is often overlooked – casting your vision for what you want your retirement to look like. It’s not just about the numbers; it’s about creating a fulfilling and meaningful life during your golden years.
By envisioning your retirement, you can determine where you want to live, whether you plan to work part-time, and what hobbies and activities you want to pursue. It’s about using your money as a tool to achieve your goals, rather than making the investment itself the goal.
Casting a vision may seem daunting, but remember, it’s not set in stone. It can evolve and adapt as you do. As your vision becomes clearer, it becomes your guiding light, helping you make decisions that align with your long term goals.
At The IFW, we believe in planning in increments of 3-5 years. By making intentional adjustments along the way, you can bring your vision to life. Retirement is not about reaching a finish line; it’s about gaining time freedom and pursuing activities that bring you joy and fulfillment.
When casting your vision, dream big. Consider your values, where you want to live, the hobbies you want to pursue, and the experiences you don’t want to miss out on. Retirement planning is not just about numbers and investments; it’s about creating an identity and a life based on what you value most.
So, envision your fantastic future, take baby steps, and embark on a retirement journey that goes far beyond the numbers.
Erik C. Sussman, CLU®, ChFC®, CFP®, and CEO of The Institute of Financial Wellness founded the company to provide financial education, resources, and services that help people live their best lives.
For Financial Professionals:
The Institute of Financial Wellness provides proven sales and marketing systems, state-of-the-art technology, training, and support to financial professionals nationwide. The IFW helps financial professionals grow their practices to the next level! IFW Certified Financial Professionals are an elite group of professionals that, together with the IFW, help people succeed financially and live their best lives.
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Our philosophy is that when it comes to financial decisions, Never say Never. Never say Always. It Depends!
