Just because Bill & Sally can't achieve their ideal retirement doesn't mean they can't have a great retirement.
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Yeah, you read that right. Bill and Sally cannot achieve their ideal retirement. That really sucks....or does it???
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If you asked me what was the most important item you should do to track your financial health I would tell you to track your net worth. A net worth statement is the most powerful tool you can use to track your financial progress over time.
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Too many people are being too reasonable when setting their retirement goals. STOP! When you start your planning for retirement it is critical that you think big. There's time enough later to be reasonable. Right now, focus on what your ideal life would look like....what would your life be if you could "have it all?"
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Want to retire a year earlier? Maybe have a bigger lifestyle budget for travel? You might be able to if you change your relationship with your car.
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Okay, you're planning for retirement, but what exactly are you planning for? I don't think most of us think about this. We work and save and work and save, but spend little time figuring out what we'll actually do when we retire.
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I'm still amazed at the level of engagement and transparency "Carl" has had throughout the process of creating his retirement plan on the show. I'm just as amazed at how much the series has resonated with you, the listener. Your questions, comments, suggestions and thank yous made the series better.
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WOW, your response to the Can Carl Retire? series in January and last Friday's results webinar were off the charts. I received so many kind comments and sharp questions from you. In today's episode, I'll answer a portion of your questions and will get to more next week. Please keep them coming.
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One of the most heartbreaking things I've seen over 24 years advising families is a surviving spouse or family member dealing with an unorganized estate. Not having your affairs in order puts a huge burden on your family and compounds the stress of their loss.
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Risks can rob you from living a great life. Focus too much on them and you can miss out on a full life. Ignore risks and you can destroy your family's financial security. If you've started planning for retirement, you're probably overwhelmed with all the things you should worry about.
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Well, were you able to dream up your ideal retirement? It can be hard to think big, right? Hopefully, you've stretched yourself. No worries if you're not finished. Keep at it and if you have questions, I'm here to help.
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Thank you for all the questions and comments after segment one of Can Carl Retire?: Step 1, Dream Up Your Ideal Retirement. I'm answering each one personally and encourage you to keep them coming. Together we can work together to jumpstart our retirement plans in 2015. Here are a few of the questions that came in this week.
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Are you ready to dream up your IDEAL retirement? This is week one of the "Can Carl Retire?" virtual retirement planning event. If you signed up for the free resources, you should have gotten an e-mail with all the items you need to complete this first important step. Haven't signed up yet??? No worries, there's still time. Click here and learn how you can plan along with us.
Read More![#46 Lady J Can Help You Get Unstuck in 2015 [Podcast]](https://images.squarespace-cdn.com/content/v1/5b2a75ccaa49a134de1a656d/1534986125505-8YJI3NWH0KJEX697G756/2.+Podcast+logo.png)
It's New Year's Eve and I've got two important items to help you create a great year in 2015. So let's get to it.
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One of the most common comments I get from readers is how hard it is to get straight answers to their most important retirement planning questions. "When can I retire?" "What lifestyle can I expect?" "Will I run out of money?" What am I missing???"
Read More![#44 How to Launch Yourself to a Great Retirement [Podcast]](https://images.squarespace-cdn.com/content/v1/5b2a75ccaa49a134de1a656d/1534986247147-O53UBPD0D4Y5RS7A9OMI/2.+Podcast+logo.png)
"Why won't someone give me a straight answer?" This is the comment I get most from listeners trying to find answers to their most pressing retirement planning questions. In 2015, I'm stepping up my game to help you find your answers so you can work towards your ideal retirement.
Read More![#43 Stop Watching the Market and Create a Great Life [Podcast]](https://images.squarespace-cdn.com/content/v1/5b2a75ccaa49a134de1a656d/1534986293535-5HMA4FFUPZZ485JVJT2A/2.+Podcast+logo.png)
Stop watching the market and comparing your investment performance to some benchmark. Everyone does it (even most advisors) but does it really help you create a great life??? Of course it doesn't. So stop. Stop worrying about "keeping up with the market" and get down to the important work of creating a great life.
Read More![#42 7 Super Simple Tasks to Complete Before You Rock in the New Year [Podcast]](https://images.squarespace-cdn.com/content/v1/5b2a75ccaa49a134de1a656d/1534986334557-NAKOKGQRE8CVR9KFE1G4/2.+Podcast+logo.png)
Yeah, there are lots of articles this time of year talking about year-end tasks to complete, but mine are Super Simple ones. Okay...maybe it's just my way of trying to sound different. Still, these ARE 7 relatively simple tasks that could make a big difference in your financial life (so indulge me).
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Today someone said to me, "There's no way I can save enough to retire. How should I manage my finances to so I can live well today and still plan for tomorrow?" Awesome question!!!
Read More![#41 3 Habits to Help You Make Smart Money Choices [Podcast]](https://images.squarespace-cdn.com/content/v1/5b2a75ccaa49a134de1a656d/1534986842151-N5FNQDABMV2OKTQ9XPJS/2.+Podcast+logo.png)
You'd think that with all the great information and tools available today that making smart money choices would be easy. The fact is, it's harder than ever before. We live in a world designed to get us to "buy now" or "avoid that." These messages are designed by savvy marketers to get us to take action when most of the time doing nothing is the best course to take.
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