Retirement Quick Tips with Ashley

A Strategic Plan For Retirement - Ep. 127


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The theme for this week is: A strategic plan for retirement. Most well-run businesses have a strategic plan that outlines the company’s mission, vision, values & goals. It’s the roadmap for how a business plans to get from where it is today to where it wants to go.

When it comes to planning for retirement, many of us just start with our goals, without ever considering how those goals align with our mission, vision, and values.

As Simon Sinek famously said, we have to start with why. And that means starting with the mission, vision, & values...then, the goals will flow naturally from there.

If you just start with the goals you have for your retirement, you might unintentionally start on the wrong path. Our goals must be rooted in the overall strategic plan in order to have meaning and value for our lives.

So this week, I’m going to help you craft a strategic plan for your retirement. A living, breathing roadmap that will help you make smart decisions and align what’s most important to you with how you spend your time and your money in retirement.

That’s it for today. Thanks for listening! My name is Ashley Micciche...and this is the One Minute Retirement Tip.

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>>> Check out our blog: https://truenorthretirementadvisors.com/blog/

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Tags: retirement, investing, money, finance, financial planning, retirement planning, saving money, personal finance, strategic plan template, what is strategic planning process, what is a strategic plan, importance of strategic planning, personal mission statement, vision board, personal vision statement, retirement goals, core values

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Retirement Quick Tips with AshleyBy Ashley Micciche

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