Be Confident You Will Retire

How Much Is Enough for (YOUR) Retirement?

 


What is the basis for knowing that you will be okay in
retirement?
 


I'll always remember one of my wealthiest clients who was a
top-level CEO for many years. We sat down for dinner, just the
two of us. He looked at me before the meal arrived, and said:
"Chris, are you saying I'm really going to be okay? I just
don't know."


That moment was powerful. It was a lesson for me. It
affirmed that confidence in retirement isn't a number. It isn't a
status. It is a plan.
 
Anxiety is not a symptom of how much you've made or how much
you've saved.

 
If You're Feeling Anxious About Your
Retirement... Create A Detailed Income Plan

An income plan to the depth you need is more than a home-made
Excel Spreadsheet. 


I have many clients that can create amazing worksheets to project
their income, but despite their Excel resume, they can't deliver
the depth they need for retirement planning. Why?Because the
average person, and many financial advisors, don't have the
intelligent software to factor in:


Taxes


Inflation


Early Death in the Family


Social Security Changes


Long-Term Care Issues


There is actually software that allows you to illustrate the
reality of what will happen exactly if any of the "could happens"
become a reality and see how it will affect your financial
picture. 


 
2. Make Your Plan Ready To Shift

Things change. You hear it all the time, "Life Happens." It's why
the Waze app is amazing and my clutch for Atlanta traffic! 


Yes, your plan needs to be ready for your current dreams, but
also it needs to be ready for the life that hasn't happened yet.
Life moves fast, and your plan needs to be able to change.


It's funny, some life decisions that can change your financial
picture are obvious, but I even had a client call me and ask what
would be the long-term impact of him purchasing a new boat!


 
Listen to The Full Show:

This eight-minute segment from the More than Money show on WSB
Radio unpacks how confidence in your financial future is found in
details and adaptability. Hear client stories and more on an area
we are so passionate about - planning that improves your life.


 
Key Quotes:

"Our team just invested a ton of time and resources to upgrade
our financial projection software from last year to be the most
updated tool available."> "Client after client is now living
without anxiety."> "Be confident you are moving in the right
direction, even when life happens."


 


Get An Answer to My Situation Now


 
GREAT LINKs To LEARN MORE:

How Much Is Enough for Retirement?

Retirement Strategy for Entrepreneurs

Counter Intuitive Financial Wisdom That Works