110: Series 8, Es 1 : The 9 Accelerators of Successful Retirement Planning – Life Priorities

Financial Planning

Dec 15

Watch my conversation with Kathy on YouTube or listen on the podcast player below

Over the years I’ve helped well over a hundred couples plan for the retirement they desire - and the retirement they deserve – and during this time we’ve created a clear framework for what needs to happen for clients to be able to retire with confidence, clarity and choice about how they spend their retirement.

We call this the Retirement Success Programme and it’s made up of what we call 9 accelerators – the areas we address when helping our clients plan for their retirement. We decided to create a series of podcasts about these nine accelerators to help you to identify any gaps in your own retirement planning.

The series will cover all 9 steps of our Retirement Success Programme which include: Lifetime Financial Forecasting, Minimising Lifetime Tax, Protecting your Legacy, Estate Planning, Care Funding, Well-Crafted Investments, Asset Allocation, and Staying on Track.

In this episode my wife and co-director Kathy joins me to discuss the first accelerator, Life Priorities.

We discuss why I feel it is important to plan for your retirement before it happens, specifically focusing on the importance of figuring out what your life priorities are and how I use the Kinder Institute of Life Planning methodology to help clients navigate their way around the endless possibilities retirement can offer.

After all, I believe that everyone deserves to live a fulfilling retirement.