Ask Us Anything: A Conversation About Your Serious Freedom

FIC admin |

Click here to watch Ask Us Anything: A Conversation About Your Serious Freedom

Our conversation focuses on Alan Spector and Keith Lawrenceโ€™s book, ๐˜๐จ๐ฎ๐ซ ๐‘๐ž๐ญ๐ข๐ซ๐ž๐ฆ๐ž๐ง๐ญ ๐๐ฎ๐ž๐ฌ๐ญ: ๐Ÿ๐ŸŽ ๐’๐ž๐œ๐ซ๐ž๐ญ๐ฌ ๐Ÿ๐จ๐ซ ๐‚๐ซ๐ž๐š๐ญ๐ข๐ง๐  ๐š๐ง๐ ๐‹๐ข๐ฏ๐ข๐ง๐  ๐š ๐…๐ฎ๐ฅ๐Ÿ๐ข๐ฅ๐ฅ๐ข๐ง๐  ๐‘๐ž๐ญ๐ข๐ซ๐ž๐ฆ๐ž๐ง๐ญ, 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. Weโ€™ll also look at the five stages of retirement and how they will impact your retirement journey and roadmap.


  • 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)


  • Presentation End/Q&A Begins (28:56)
  • How can retirees navigate changes in family dynamics, especially if theyโ€™re 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)

Click here to watch Ask Us Anything: A Conversation About Your Serious Freedom


Letโ€™s plan for some serious freedom.

Get Startedย โ€บ