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¡°Retirement Lifestyles¡±
<>
Money Can Serve
the Life You Want
Brian Weatherdon MA, CFP, CLU, CPCA
Author, Speaker, Financial Planner.
Aligning your Wealth & Life to overcome fears and
secure your income, lifestyle, & comfort to age 105
Was life ever a flat-line?
? Born in 19__, grew each day.
? Kindergarten, school, university.
? Single, married, changes continued...
? Children grew, parents aged, on it goes.
? One career, two careers, three careers, four.
? Lifelong learning, continued development
? WHAT ABOUT RETIREMENT?
Flat-line in Retirement?
? Is retirement a final stage of life? Is this the
end, the green pasture, final hurrah, curtain?
? If you¡¯ve engaged a financial planner or used
retirement software, did you get a print-out
suggesting retirement is a single final time
with a fixed income from age 65 to death?
? Is that how you really feel it should be?
Compare these: which is YOU?
Retirement Lifestyles You Choose
? Would you phase your early steps into retirement?
? Early retirement means recognizing and achieving
our ¡°bucket list¡± goals and living our dreams while
we have maximum capacity to enjoy them
? Mid-retirement can be a time of pictures & stories,
less travel, lower spending, peace and contentment.
? Later senior years suggest high costs for health care,
personal comfort and dignity; higher needs then.
Who is helping you think this way?
? Life coach / life planner?
? Speaking with family members?
? What example do you see in others?
? What does ¡°advertising¡± suggest to you?
? How will you create your own life?
? Video...¡°Visioning your Retirement Lifestyle¡±
http://www.guaranteedincome4life.ca/resources/visioning-your-retirement-life
Eg. Creating Life from your Pension
? Getting the facts on your pension will be vital
so you can choose a fixed income pension or
consider a personalized arrangement which
will help you fulfill the lifestyle, freedom,
security and independence you want.
? See & subscribe, ¡°Exit Strategies from a
Pension¡±
http://www.guaranteedincome4life.ca/blog/exit-strategies-from-a-pension/
Eg. Creating Life from your Business
? Aligning your life dreams & financial resources
in a certified financial plan, you can unlock
values of business and related assets to secure
your life dreams through all future horizons.
? See & subscribe... ¡°Exit Strategies for Business¡±
http://www.guaranteedincome4life.ca/blog/exit-strategies-for-business/
Creating Life from Savings or Winnings
? Long-term savings, inheritance, even winnings
could be source of capital you use to fund
your retirement dreams.
? If inherited wealth or lottery winnings are
your base, be sure to read chapters 3 or 4 in
¡°A Lifetime of Wealth ¨C and how not to lose
it¡±
Don¡¯t live below your dreams!
? We can align wealth with the life you choose.
It¡¯s vital to know you¡¯ll have enough money
for all seasons, and never outlive it. Even
leave a residue for the family you love.
? ¡°Life Income Mandates¡± is a way to secure
lifelong income for the life you want to enjoy.
See http://www.guaranteedincome4life.ca/blog/life-income-mandates/
Remember you¡¯ll need more
? Life isn¡¯t a flat-line. Opportunities and needs
change, dreams and desires are not static.
Income needs naturally change too.
? ¡°Life Horizons Analysis¡± helps align wealth and
income, with ongoing seasons of retirement,
and so provide what you value most in life.
See & subscribe: http://www.guaranteedincome4life.ca/blog/life-
horizons-analysis-assuring-income-life/
Key questions to guide your future
? What experiences do I most want to enjoy in
early and ongoing retirement years?
? How may my needs reduce in middle years?
Will would they increase in later senior years?
? How will my wealth and income assure the
overall comfort and enjoyment I want?
? Who can I reach to evaluate my planning?
What resources can help me?
Resources to help get what you want
? Experience this website to help focus on your
future: www.GuaranteedIncome4Life.ca
? Get 5-star book, Amazon/Kindle/bookstores:
¡°A Lifetime Of Wealth ¨C And How Not To Lose It¡±
http://www.amazon.com/Lifetime-Wealth-how-not-lose/dp/1489579540/ref=sr_1_1?
ie=UTF8&qid=1380311791&sr=8-1&keywords=a+lifetime+of+wealth+--
+and+how+not+to+lose+it
? Visit www.ALifetimeOfWealth.info

More Related Content

Retirement lifestyles -- Money Can Serve the Life You Want

  • 1. ¡°Retirement Lifestyles¡± <> Money Can Serve the Life You Want Brian Weatherdon MA, CFP, CLU, CPCA Author, Speaker, Financial Planner. Aligning your Wealth & Life to overcome fears and secure your income, lifestyle, & comfort to age 105
  • 2. Was life ever a flat-line? ? Born in 19__, grew each day. ? Kindergarten, school, university. ? Single, married, changes continued... ? Children grew, parents aged, on it goes. ? One career, two careers, three careers, four. ? Lifelong learning, continued development ? WHAT ABOUT RETIREMENT?
  • 3. Flat-line in Retirement? ? Is retirement a final stage of life? Is this the end, the green pasture, final hurrah, curtain? ? If you¡¯ve engaged a financial planner or used retirement software, did you get a print-out suggesting retirement is a single final time with a fixed income from age 65 to death? ? Is that how you really feel it should be?
  • 5. Retirement Lifestyles You Choose ? Would you phase your early steps into retirement? ? Early retirement means recognizing and achieving our ¡°bucket list¡± goals and living our dreams while we have maximum capacity to enjoy them ? Mid-retirement can be a time of pictures & stories, less travel, lower spending, peace and contentment. ? Later senior years suggest high costs for health care, personal comfort and dignity; higher needs then.
  • 6. Who is helping you think this way? ? Life coach / life planner? ? Speaking with family members? ? What example do you see in others? ? What does ¡°advertising¡± suggest to you? ? How will you create your own life? ? Video...¡°Visioning your Retirement Lifestyle¡± http://www.guaranteedincome4life.ca/resources/visioning-your-retirement-life
  • 7. Eg. Creating Life from your Pension ? Getting the facts on your pension will be vital so you can choose a fixed income pension or consider a personalized arrangement which will help you fulfill the lifestyle, freedom, security and independence you want. ? See & subscribe, ¡°Exit Strategies from a Pension¡± http://www.guaranteedincome4life.ca/blog/exit-strategies-from-a-pension/
  • 8. Eg. Creating Life from your Business ? Aligning your life dreams & financial resources in a certified financial plan, you can unlock values of business and related assets to secure your life dreams through all future horizons. ? See & subscribe... ¡°Exit Strategies for Business¡± http://www.guaranteedincome4life.ca/blog/exit-strategies-for-business/
  • 9. Creating Life from Savings or Winnings ? Long-term savings, inheritance, even winnings could be source of capital you use to fund your retirement dreams. ? If inherited wealth or lottery winnings are your base, be sure to read chapters 3 or 4 in ¡°A Lifetime of Wealth ¨C and how not to lose it¡±
  • 10. Don¡¯t live below your dreams! ? We can align wealth with the life you choose. It¡¯s vital to know you¡¯ll have enough money for all seasons, and never outlive it. Even leave a residue for the family you love. ? ¡°Life Income Mandates¡± is a way to secure lifelong income for the life you want to enjoy. See http://www.guaranteedincome4life.ca/blog/life-income-mandates/
  • 11. Remember you¡¯ll need more ? Life isn¡¯t a flat-line. Opportunities and needs change, dreams and desires are not static. Income needs naturally change too. ? ¡°Life Horizons Analysis¡± helps align wealth and income, with ongoing seasons of retirement, and so provide what you value most in life. See & subscribe: http://www.guaranteedincome4life.ca/blog/life- horizons-analysis-assuring-income-life/
  • 12. Key questions to guide your future ? What experiences do I most want to enjoy in early and ongoing retirement years? ? How may my needs reduce in middle years? Will would they increase in later senior years? ? How will my wealth and income assure the overall comfort and enjoyment I want? ? Who can I reach to evaluate my planning? What resources can help me?
  • 13. Resources to help get what you want ? Experience this website to help focus on your future: www.GuaranteedIncome4Life.ca ? Get 5-star book, Amazon/Kindle/bookstores: ¡°A Lifetime Of Wealth ¨C And How Not To Lose It¡± http://www.amazon.com/Lifetime-Wealth-how-not-lose/dp/1489579540/ref=sr_1_1? ie=UTF8&qid=1380311791&sr=8-1&keywords=a+lifetime+of+wealth+-- +and+how+not+to+lose+it ? Visit www.ALifetimeOfWealth.info