Ask Us Anything: A Conversation About Your Serious Freedom
Click here to watch Ask Us Anything: A Conversation About Your Serious Freedom
Our conversation focuses on Alan Spector and Keith Lawrenceโs book, ๐๐จ๐ฎ๐ซ ๐๐๐ญ๐ข๐ซ๐๐ฆ๐๐ง๐ญ ๐๐ฎ๐๐ฌ๐ญ: ๐๐ ๐๐๐๐ซ๐๐ญ๐ฌ ๐๐จ๐ซ ๐๐ซ๐๐๐ญ๐ข๐ง๐ ๐๐ง๐ ๐๐ข๐ฏ๐ข๐ง๐ ๐ ๐ ๐ฎ๐ฅ๐๐ข๐ฅ๐ฅ๐ข๐ง๐ ๐๐๐ญ๐ข๐ซ๐๐ฆ๐๐ง๐ญ, encompassing critical factors like freedom, planning, mindset and action.
Often, making changes to our approach or mindset can be challenging. In this webinar, we explore the three retirement freedoms, highlighting the importance of self-discovery and taking control of one's life during retirement. Weโll also look at the five stages of retirement and how they will impact your retirement journey and roadmap.
PRESENTATION
- Presentation begins (2:54)
- Overview of the 10 Secrets (4:13)
- Why is change so hard? (11:40)
- Busy is Good (12:40)
- Three "Retirement Freedoms" (13:30)
- Five Stages of Retirement (14:18)
- The Three (Four) Questions (17:28)
- Purpose/Values (19:11)
- Plan Development - 10 Critical Areas (19:40)
- Develop Your Plan (24:05)
- Implement Your Plan (25:35)
- Renew Your Plan (27:19)
Q&A
- Presentation End/Q&A Begins (28:56)
- How can retirees navigate changes in family dynamics, especially if theyโre spending more time with family members? (29:45)
- Is it necessary to reduce or eliminate all debt before retiring? (32:25)
- How can one prepare mentally for the shift from a work-focused life into retirement? (37:37)
- Are we very close to taming inflation with a soft landing and do you have a general market outlook for 2024? (43:08)
- One of the changes to come out of the Secure Act 2.0 was the ability to roll 529 funds into a Roth IRA. Do the rules vary state to state? (49:23)
- Should we continue to help our children or grandchildren financially after we retire? (54:32)