What is your biggest challenge/problem with money?

[Ep 196]

In this episode you’ll learn:

• Why feeling uncertain or “behind” in retirement planning even when you’re saving happens for many people

• The biggest mistake people make when preparing for retirement is only focusing on the starting point (now) and the endpoint (retirement) without mapping what happens in between

• How to start planning for retirement by identifying the real-life events, expenses, and milestones that will happen between now and retirement

• A simple way to start building your retirement roadmap so you can feel more retirement ready and confident about your next financial steps


Episode Highlights

00:00 Retirement Gap Overview

02:07 Client Story Clearing Path

04:54 Define Your Lifestyle

06:00 Map Milestones Ahead

08:55 Order Your Steps

09:29 Stop Saying Can't Afford

13:51 Action Step Wrap Up


Read Full Show Notes HERE



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