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Pre-retirement…takes the fear out of retirement

Saw a great quiz from AARP. I know, you’re thinking…“I am NOT that old yet!” But actually, the day you were born would have been THE BEST TIME to think about retirement. LOL!!!!  

Ridiculous right?  Of course!

So why would a financial coach ask these same questions? Because what I do with my clients DIRECTLY affects their future!!!!

These questions MATTER!!

→What are your current feelings about your ABILITY to SAVE for retirement?

Very worried or confident?

When it comes to planning for retirement, what are you most NERVOUS about?

  • Paying off debt?
  • Delay retirement to continue working?
  • Not to be able to afford my lifestyle?
  • Living expenses and bills?

How LONG until you plan on retiring?

30 years, next year, or somewhere in between?

How would you describe your retirement savings JOURNEY?

  • Slow and Steady
  • Inconsistent
  • It’s on hold
  • Haven’t started

Do you have any DEBT or unpaid loans?

  • Mortgage
  • Car loan
  • Student Loan
  • Credit Card Debt
  • Medical Debt

What are you MOST EXCITED about doing when you retire?

(Dare to dream again)

  • Spending time with family.
  • Traveling
  • Doing what I want
  • Volunteering
  • Hobbies
  • Learning a new skill
  • Continuing to work but on my own schedule.

Affecting your finances TODAY with each and every paycheck that hits your bank account can catapult your future goals so MUCH FASTER!! Schedule a free consultation if you need help setting and executing your retirement goals. I’d love to help you streamline the process.