Retirement Readiness Part 1 - Envision and Preparing

We kick off our Retirement Readiness series by getting clear on what retirement is really for and why your spending number matters more than any random savings goal. We walk through simple ways to estimate monthly spending, stress test it for real life surprises, and use it as the foundation for a confident retirement plan. 

• Envisioning retirement with your spouse or on your own 
• Retiring to something and protecting your sense of purpose 
• Focusing on spending rather than a “magic number” nest egg 
• Estimating spending the fast way using net pay deposits 
• Estimating spending the detailed way using bank statements 
• Accounting for one off expenses that still happen regularly 
• Adjusting for mortgage payoff and kids leaving the payroll 
• Adding travel and annual costs by averaging them monthly 
• Using part time work or consulting as a two way boost 

Join us for part two as we go through the planning for the income in retirement.