Retirement Readiness: Defining Your Lifestyle Goals (Ep. 2)

About this episode

The episode discusses how to define and plan for lifestyle goals in retirement beyond just financial numbers.

What does "Living Greater" actually look like for you? In episode two of the Retirement Readiness Journey, the VLP team moves from the numbers to the lifestyle. Learn how to translate your retirement dreams into an actionable plan that accounts for everything from healthcare needs to "super fun" travel goals. Key Topics Covered: Retirement Goal Setting: Move beyond the "beach" cliché to define the who, what, and where of your next chapter.The "Dimmer Switch" Strategy: Why a phased retirement ...

Topics covered

• Retirement Planning
• Lifestyle Goals
• Healthcare Needs
• Travel Goals
• Retirement Strategy

Keywords

• Retirement Readiness
• Lifestyle Goals
• Retirement Dreams
• Healthcare
• Travel

Mentioned in this episode

Organizations: VLP Financial Advisors

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