• When Can I Retire With the Lifestyle I Want?

  • Apr 24 2025
  • Durée: 18 min
  • Podcast

When Can I Retire With the Lifestyle I Want?

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  • Résumé

  • When can I retire with the lifestyle I want?

    That’s the #1 priority for our clients—based on my experience creating thousands of financial plans over the last 25+ years.

    They want financial freedom.

    It’s what we all really want. But you need a retirement plan to get there. It won’t happen on its own.

    Creating your retirement plan is fun. It’s not about the money. It’s all about your life.

    Your retirement plan is the GPS for your life. It makes you wealthier, because it gets you to your goal the quickest and most effective way.

    In my latest podcast episode you’ll learn:

    • What types of financial questions do people most ask about?

    • Is it worth the effort to create your retirement plan?

    • What insights from experience have I learned about financial freedom?

    • Can your house be your retirement plan?

    • What is the good news and bad news about retirement planning?

    • How does your retirement plan make you wealthier?

    • What are the steps to creating your Retirement Plan?

    • How can you think through the retirement lifestyle you will want?

    • How does interactive retirement planning help you make your plan personal?

    • How should you invest effectively to become financially free?
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