
Sign up to save your podcasts
Or


Yeah, you read that right. Bill and Sally cannot achieve their ideal retirement. That really sucks....or does it???
Remember in episode 55, when I outlined Bill and Sally's ideal retirement? I said "too many people are being too reasonable when setting their retirement goals" and challenged you to think BIG about yours. Well, that's what Bill and Sally did. The fact that they can't achieve their ideal demonstrates that they did it right. They thought BIG about what their life could be.
Now that they realize that "ideal" isn't reasonable, they can begin the work of prioritizing what matters most to them. That's an awesome accomplishment. Only by thinking BIG first were they able to identify everything they might want. Now they can choose the most important things.
In this episode, I review their ideal retirement goals, financial resources and the results of their ideal retirement analysis.
Go Here and submit your answers and I'll work to incorporate them into next week's webinar.
If you're not already signed up to plan along side Bill and Sally
sign up for the webinar here.
By Roger Whitney, CFP®, CIMA®, RMA, CPWA®4.6
11971,197 ratings
Yeah, you read that right. Bill and Sally cannot achieve their ideal retirement. That really sucks....or does it???
Remember in episode 55, when I outlined Bill and Sally's ideal retirement? I said "too many people are being too reasonable when setting their retirement goals" and challenged you to think BIG about yours. Well, that's what Bill and Sally did. The fact that they can't achieve their ideal demonstrates that they did it right. They thought BIG about what their life could be.
Now that they realize that "ideal" isn't reasonable, they can begin the work of prioritizing what matters most to them. That's an awesome accomplishment. Only by thinking BIG first were they able to identify everything they might want. Now they can choose the most important things.
In this episode, I review their ideal retirement goals, financial resources and the results of their ideal retirement analysis.
Go Here and submit your answers and I'll work to incorporate them into next week's webinar.
If you're not already signed up to plan along side Bill and Sally
sign up for the webinar here.

2,000 Listeners

1,956 Listeners

450 Listeners

816 Listeners

454 Listeners

543 Listeners

752 Listeners

557 Listeners

694 Listeners

934 Listeners

828 Listeners

200 Listeners

597 Listeners

438 Listeners

1,062 Listeners