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

Turn Reflection into Action for a Retirement Ready Year


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[Ep 169] 

As the new year begins, it’s the perfect time to reflect on your progress and set yourself up for success. 

In this episode, we’ll help you take a closer look at your retirement journey, what’s fueling your momentum, what’s holding you back, and where you can make meaningful adjustments. You’ll learn how to review your financial wins from the past year, identify the small leaks that may be slowing your progress, and clarify your vision for retirement.

We’ll walk through practical, actionable steps to help you create a retirement ready plan, aligned with your values and financial priorities. Whether it’s adjusting your contributions, refining your budget system, or gaining retirement clarity, this episode is designed to help you take control of your money and move forward with confidence.


What You’ll Learn in This Episode

✅ How to reflect on your past year and acknowledge your financial wins
✅ Simple ways to identify “leaks” that drain your retirement momentum
✅ How to define a clear vision for your retirement and what matters most

✅ How awareness and small changes can fuel a retirement-ready plan
✅ Quick actions to increase contributions and gain retirement clarity


💜 Book your free Retirement Clarity Call

💰 Join the Retirement Ready Workshop

✨ Connect with me on Instagram


...more
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Wealthy After 40: Personal Finance, Budgeting, Retirement Planning, Savings, Spending, Financial Freedom, and How to Retire for Gen XersBy Dalene Higgins - Money Coach, Retirement Coach, CEO

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