Realize for Retirement: life was never static, a flat-line final curtain. Retirement too can be engaging, fulfilling, and vibrant. Understand how to enjoy and fulfill your Lifestyle and Choices through early, middle, & later retirement. And align business, pension, and other assets to create and perpetuate your Lifelong Income. >>> See more also at Amazon, "A Lifetime Of Wealth -- And How Not To Lose It"
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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