#57 NO Ideal Retirement for YOU, Bill & Sally

Yeah, you read that right. Bill and Sally cannot achieve their ideal retirement. That really sucks....or does it???

Remember in Episode 55 when I outlined Bill and Sally's ideal retirement? I said "too many people are being too reasonable when setting their retirement goals" and challenged you to think BIG about yours. Well, that's what Bill and Sally did. The fact that they can't achieve their ideal demonstrates that they did it right. They thought BIG about what their life could be.

Now that they realize that "ideal" isn't reasonable, they can begin the work of prioritizing what matters most to them. That's an awesome accomplishment. Only by thinking BIG first were they able to identify everything they might want. Now they can choose the most important things.

In this episode, I review their ideal retirement goals, financial resources and the results of their ideal retirement analysis.

Help Create Their Retirement Plan:

What possible changes can they can make?
What changes would have the most impact?
What are some "outside-the-box" solutions you've seen?
If they are unwilling to take more investment risk, what is the impact on their life goals?

Watch the webinar replay