Wealthy After 40: Personal Finance, Budgeting, Retirement Planning, Retirement Savings, and Financial Freedom for Gen Xers

Ep 120 | How Do I Start a Retirement Plan? Dream It First


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Where do I start with retirement planning? How do I start a retirement plan? The best place to begin is by dreaming. 

Creating a vision for your ideal retirement gives you a clear target to aim for. It shapes the direction of your retirement plan and helps you understand what you’re truly working toward.

What You'll Learn:

✅ Why creating a vision is the first step in retirement planning

✅ How your vision guides and shapes your entire retirement plan

✅ What to do next once your vision is clear

This episode will help you gain clarity on the first few steps in how to start planning for retirement.


Your Next Steps to Make Retirement Possible:

Grab Your Free Retirement Planning Guide

Kickstart your journey with the 5 Must-Do Money Moves for Retirement. elevatefinances.us/mustdo

Ready to Take Action?

Join the Retirement Ready Bootcamp — your fast track to clarity and confidence. elevatefinances.us/roadmap

Need a Personal Retirement Plan?

Book your Retirement Roadmap Session — a 1:1 deep dive to get you on track. elevatefinances.us/roadmap

Explore More Resources

Visit the website and discover how to make retirement possible. elevatefinances.us



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Wealthy After 40: Personal Finance, Budgeting, Retirement Planning, Retirement Savings, and Financial Freedom for Gen XersBy Dalene Higgins - Money Coach, Retirement Coach, CEO

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