The theme this week on the Retirement Quick Tips Podcast is: Know Thyself. I’m posing some questions you’ll want to ponder as you approach retirement that will help you keep the big picture in mind and align your finances with your most important goals. 

Today’s question is:What are your top 2-3 financial goals

Why it matters…

Implications for your finances…

Tip: Make sure you keep drilling down to the source by asking additional questions…

Examples…

• I want to retire in 2 years
• Why?
• Because I want to reduce my stress, live a relaxed pace of life and spend more time with my spouse and travel to see my grandkids
• What kinds of things would you and your spouse do together? 
• Gardening & playing golf together. Travel together. Read books again. 
• So the goal gets refined and maybe some additional goals spring forth from that…something like retiring in 2 years to live a more relaxed pace of life. More time to garden, golf, and travel
• I want to live a comfortable retirement and not run out of money
• How do you define a comfortable retirement? How are you spending your time?
• Continue drilling down until your goal is more specific, clear, and inspires you. 

That’s it for today. Thanks for listening! My name is Ashley Micciche and this is the Retirement Quick Tips podcast.  

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Tags: retirement, investing, money, finance, financial planning, retirement planning, saving money, personal finance