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Content provided by Van Richards, ChFC®, RICP® and Van Richards. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Van Richards, ChFC®, RICP® and Van Richards or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
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Defining Your Retirement Vision, Part 1: Stop Planning Without Knowing What You're Planning FOR!

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Manage episode 492150763 series 2852122
Content provided by Van Richards, ChFC®, RICP® and Van Richards. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Van Richards, ChFC®, RICP® and Van Richards or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Send us a text

"Van, I've been planning for retirement for 25 years, but I have no idea what I'm actually planning FOR!"

This client's confession sparked today's episode of The Retirement Learning Lab. Host Van Richards, ChFC®, RICP®, reveals why most people approach retirement planning completely backwards - and how to fix it.

In this eye-opening episode, you'll discover:

  • Why most people spend more time planning their annual vacation than their next 30 years of life
  • The shocking difference between retirement "wishes" and a real retirement "vision"
  • The 2 critical components every retirement vision must include
  • How to identify what you're planning FOR vs. what you're planning AGAINST
  • Why vague hopes like "being comfortable" sabotage your financial decisions
  • The philosophical approach that transforms retirement from an ending into a purposeful new beginning

Van draws from over 30 years of experience helping people move from "insecure to in control" in their retirement planning. This foundational episode sets the stage for every investment, insurance, and income strategy you'll need.

Free Resource: Download the Retirement Life Workbook at forms.richardsfinancialplanning.com

Next Episode Preview: Part 2 covers the "26 Things That Make You Happy During Retirement" and setting your retirement timeline.

Educational content only - not investment, legal, or financial advice.

Transform your retirement planning from overwhelming to exciting. Start with clarity, build with confidence.

  continue reading

36 episodes

Artwork
iconShare
 
Manage episode 492150763 series 2852122
Content provided by Van Richards, ChFC®, RICP® and Van Richards. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Van Richards, ChFC®, RICP® and Van Richards or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Send us a text

"Van, I've been planning for retirement for 25 years, but I have no idea what I'm actually planning FOR!"

This client's confession sparked today's episode of The Retirement Learning Lab. Host Van Richards, ChFC®, RICP®, reveals why most people approach retirement planning completely backwards - and how to fix it.

In this eye-opening episode, you'll discover:

  • Why most people spend more time planning their annual vacation than their next 30 years of life
  • The shocking difference between retirement "wishes" and a real retirement "vision"
  • The 2 critical components every retirement vision must include
  • How to identify what you're planning FOR vs. what you're planning AGAINST
  • Why vague hopes like "being comfortable" sabotage your financial decisions
  • The philosophical approach that transforms retirement from an ending into a purposeful new beginning

Van draws from over 30 years of experience helping people move from "insecure to in control" in their retirement planning. This foundational episode sets the stage for every investment, insurance, and income strategy you'll need.

Free Resource: Download the Retirement Life Workbook at forms.richardsfinancialplanning.com

Next Episode Preview: Part 2 covers the "26 Things That Make You Happy During Retirement" and setting your retirement timeline.

Educational content only - not investment, legal, or financial advice.

Transform your retirement planning from overwhelming to exciting. Start with clarity, build with confidence.

  continue reading

36 episodes

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