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Join the Financial Freedom Accelerator and create your personalized roadmap to retirement!
This episode is about the importance of creating a personal ‘why’ for retirement and defining it with such clarity that you can’t help but focus on making it become a reality.
The episode shares personal experiences of setting retirement goals, working with clients to achieve financial freedom, and addressing gaps in traditional retirement planning that focus solely on money.
01:28 Understanding the Importance of Your 'Why'
02:02 My Personal Journey to Retirement
04:51 Identifying Gaps in Retirement Planning
06:43 The Four Pillars of Retirement Planning
09:40 Action Steps to Create Your 'Why'
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
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
4.6
2828 ratings
Submit your questions here!
Join the Financial Freedom Accelerator and create your personalized roadmap to retirement!
This episode is about the importance of creating a personal ‘why’ for retirement and defining it with such clarity that you can’t help but focus on making it become a reality.
The episode shares personal experiences of setting retirement goals, working with clients to achieve financial freedom, and addressing gaps in traditional retirement planning that focus solely on money.
01:28 Understanding the Importance of Your 'Why'
02:02 My Personal Journey to Retirement
04:51 Identifying Gaps in Retirement Planning
06:43 The Four Pillars of Retirement Planning
09:40 Action Steps to Create Your 'Why'
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
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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