You may feel financially comfortable with your retirement plan, but have you started planning out what you will actually do during retirement? With retirement comes a lot of free time. Planning out how you are going to live and what you are going to do is important.
Maybe you want to visit the grandkids more often, golf more, or get on the road to travel. On today’s episode, we are exploring what living the dream in retirement means and how that impacts your finances. It’s essential that you discuss your bigger plans and goals with your advisor. This way you’ll have the tools to truly enjoy your retirement, the way you want to.
Listen to the full episode or skip to certain topics:
1:29 – Almost Halloween!
3:26 – The non-financial plan
5:37 – The small things
10:02 – Developing your goals
12:47 – A spending plan
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