Submit your questions here!

Join the Financial Freedom Accelerator and create your personalized roadmap to retirement!

In this episode, I dive into the importance of reflection and forward planning. As Gen Xers edge closer to retirement, surveys highlight a widespread lack of preparedness within our generation. Together, we’ll explore how reflecting on past achievements, learning from challenges, and setting meaningful goals can pave the way for a fulfilling and secure future.

Learn the importance of creating a retirement dream that includes great experiences, seasonal activities, and everyday plans. 

Be sure to download the retirement readiness checklist and tune in for an upcoming series to support action with this list!

00:40 Gen Xers Approaching Retirement

02:39 Challenges in Retirement Planning

04:27 Reflecting on the Past Year

07:12 Projecting for the New Year

11:43 Creating Your Wealth Dream

16:49 Here We Come 2025

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