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Retirement Readiness: Defining Your Lifestyle Goals (Ep. 2)
What does "Living Greater" actually look like for you? In episode two of the Retirement Readiness Journey, the VLP team moves from the numbers to the lifestyle. Learn how to translate your retirement dreams into an actionable plan that accounts for everything from healthcare needs to "super fun" travel goals.
Key Topics Covered:
- Retirement Goal Setting: Move beyond the "beach" cliché to define the who, what, and where of your next chapter.
- The "Dimmer Switch" Strategy: Why a phased retirement or scaling back is often more successful than a "hard stop" from a demanding career.
- Needs, Wants, and Wishes: How to prioritize essential expenses like healthcare while still "solving for fun".
- Financial Modeling: The importance of using "what-if" placeholders for big-ticket items like second homes or boats.
- Managing Disconnects: How to adjust your "champagne taste" to reality by pulling the right financial levers.
Visit vlpfa.com to download resources or schedule a complimentary consultation to begin your personalized Retirement Readiness Journey.
Schedule a complimentary consultation: https://www.vlpfa.com/contact-us
Securities offered through Cetera Wealth Services LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment advisor. Cetera is under separate ownership from any other named entity. The views stated in this material are not necessarily the opinion of Cetera Wealth Services LLC and should not be construed directly or indirectly as an offer to buy or sell any securities mentioned herein. Hosted by Rose Price, CFP®, AIF®, Partner, Financial Advisor and Chris Mellone, CFA, CFP®, AIF® Partner, Financial Advisor; VLP Financial Advisors, 8391 Old Courthouse Rd, Suite 203; Vienna, VA 22182. 703-356-4360.
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By VLP Financial AdvisorsWhat does "Living Greater" actually look like for you? In episode two of the Retirement Readiness Journey, the VLP team moves from the numbers to the lifestyle. Learn how to translate your retirement dreams into an actionable plan that accounts for everything from healthcare needs to "super fun" travel goals.
Key Topics Covered:
- Retirement Goal Setting: Move beyond the "beach" cliché to define the who, what, and where of your next chapter.
- The "Dimmer Switch" Strategy: Why a phased retirement or scaling back is often more successful than a "hard stop" from a demanding career.
- Needs, Wants, and Wishes: How to prioritize essential expenses like healthcare while still "solving for fun".
- Financial Modeling: The importance of using "what-if" placeholders for big-ticket items like second homes or boats.
- Managing Disconnects: How to adjust your "champagne taste" to reality by pulling the right financial levers.
Visit vlpfa.com to download resources or schedule a complimentary consultation to begin your personalized Retirement Readiness Journey.
Schedule a complimentary consultation: https://www.vlpfa.com/contact-us
Securities offered through Cetera Wealth Services LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment advisor. Cetera is under separate ownership from any other named entity. The views stated in this material are not necessarily the opinion of Cetera Wealth Services LLC and should not be construed directly or indirectly as an offer to buy or sell any securities mentioned herein. Hosted by Rose Price, CFP®, AIF®, Partner, Financial Advisor and Chris Mellone, CFA, CFP®, AIF® Partner, Financial Advisor; VLP Financial Advisors, 8391 Old Courthouse Rd, Suite 203; Vienna, VA 22182. 703-356-4360.