Retirement Planning Workshop – Step 1: Getting Started
Retirement planning has changed significantly over the years. No longer do you work at a job for 40 years and then cash in. You have to take an active role in planning your retirement years – from the amount of money you need to the type of activities and life fulfillment you seek.
In this video, Derieck discusses the “new” way of retirement planning, how this differs from generations in the past, and 4 key questions you must answer in order to get started down this road.
We’ll also cover the 8 areas of life fulfillment you’ll want to keep in mind along with key things to consider.
This is part 1 in a multi-part series. Don’t miss future videos in this workshop series by signing up for the Anchor Pointe Wealth Management Newsletter: Get resources sent straight to your inbox
0:00 - Introduction
2:33 - What it means to "own" your retirement
3:50 - The NEW view of retirement
5:28 - What will be your sole source of income?
6:00 - Will you work in any capacity during your retirement?
6:25 - Have you selected a specific date for retirement?
6:50 - What it means to plan for your lifestyle
8:15 - Recapping old vs. new views of retirement
9:43 - Next steps to take in your financial planning
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Additional resources:
What financial planning looks like:
• Financial Planning Explained – what it loo...
What age should I retire:
• What age should you retire?
Estate planning workbook:
https://info.anchorpointewealth.com/e...
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Learn more at www.anchorpointwealth.com.
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