Part 1: Planning Your Epic Retirement - What Will You Do With Your Time?

Ready To Retire!

“All you have to do is imagine the things you want to do and make them happen.”

Planning your epic retirement is a three-part series that will assist you in making the necessary preparations so that you can enjoy the retirement of your dreams.

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What’s included: 3 Steps to Planning an EPIC Retirement

Step 1: How will You Spend Your Time?

Step 2: Identify Your Income & Expenses

Step 3: Putting it all Together

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Connect with Danette Lowe, CFP®

https://linktr.ee/trunorthwealth

Visit Our Website: https://www.TruNorthWealth.com

Episode Summary:

Part 1- What are you going to do with your time in retirement? (This episode!)

Part 2- What are your sources of income in retirement?

Part 3- Making it all work

Retirement can seem overwhelming when you consider everything involved with making plans for how you’ll live and how you’ll fund that lifestyle for the rest of your years. But before you get carried away, one of the most important steps is to decide what you want to do with your time during retirement.

We want to make a beautiful retirement easier to plan and accomplish, as we break down big concepts and provide education around them.

As we focus on part 1 of planning your epic retirement in today’s episode, we’re brainstorm and figuring out what it is we want to DO during our retirement years. Retirement isn’t simply a long weekend or an extended vacation; it’s your entire future life.

It’s been shown that when retirees don’t have a full plan of exciting activities, hobbies, travel plans, and people to hang out with, boredom sets in and they’re often back to work within just 6 months of retirement. We don’t want that to be you!

There’s so much adventure and fun to be had in the world! Keep a small notebook available in which you can write down your thoughts around how you’ll spend your time during those retirement years. While you are dreaming and planning your retirement, consider these questions:

● Who will you spend your time with?

● What hobbies will you focus on?

● Will you work during retirement?

● Do you plan on traveling?

● What do you want to learn?

● How will you get your exercise? Healthy eating?

● Where will you live?

In this episode, you’ll also hear:

● Why it is important to become a lifetime learner

● Retirees have no limits to what they can accomplish

● What it means to dive deep into what you want out of life

Must-listen moments:

[6:44] There's nothing that can't be done, especially if you follow the steps to planning an epic retirement

[10:56] The strength and depth of your relationships is number one factor in predicting your longevity

[15:50] Find inspiration from a recent Chris Hemsworth interview where his excitement about traveling with his family was nearly contagious. What lights you up?

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About Danette: https://tinyurl.com/28pg94tt/

Professional Journey- As the President and a CERTIFIED FINANCIAL PLANNER™ professional at TruNorth Wealth Management, LLC, I've found my calling in helping pre-retirees confidently navigate the crucial decision of retirement. Our team is dedicated to guiding family-oriented couples from being net savers to net spenders. We invite you to join our extended family and experience the TruNorth Wealth difference.

Danette Lowe, CFP®

Founder – Wealth Advisor

TruNorth Wealth Management, LLC

123 W. Nye Lane, Suite 520, Carson City, NV 89706

Connect with Danette @ https://linktr.ee/trunorthwealth

This podcast is for informational purposes only. The situations used herein do not constitute a recommendation as to the suitability of any investment for any person or persons having circumstances similar to those portrayed, and a financial advisor should be consulted for your specific situation. Neither Commonwealth Financial Network nor your representative provides tax advice.

Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser.