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Defining Your Retirement Vision, Part 1: Stop Planning Without Knowing What You're Planning FOR!
Manage episode 492150763 series 2852122
"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.
36 episodes
Manage episode 492150763 series 2852122
"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.
36 episodes
All episodes
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