[Ep 199]

When you ask, "How much do I need to retire?" you're asking the wrong question first.

In this episode, I'm sharing why retirement isn't one big decision, it's hundreds of small decisions that shape your future. Instead of chasing one magic number, you'll learn why the better question to ask is, "What kind of retirement do I want?" From there, every financial decision becomes clearer.

By the end of this episode, you'll understand how gathering the right information, not searching for one perfect answer, helps you make confident retirement decisions, create a realistic plan, and move closer to the retirement you actually want.


In this episode you’ll learn:

  • Why retirement feels so confusing even when you're consistently saving. (Ep 193 - Why Your Retirement Number Should Be Personalized dives deeper into this concept.)
  • The biggest mistake people make when planning for retirement that may be keeping you stuck in overthinking and not taking action.
  • How to identify the next financial decision that will move you closer to retirement.
  • A simple way to start creating a retirement plan by focusing on your vision before your numbers.


Episode Highlights

00:00 Retirement Is Many Decisions

03:44 Start With Retirement Clarity

04:16 Steps To Retirement Planning

06:56 Five Retirement Actions

10:00 The Only Big Retirement Decision

12:01 How To Take Action


Link to full show notes HERE


What topic or question would you love answered on the podcast?


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Let’s identify your priorities and next steps in a Retirement Strategy Session. Book your session today.

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