This is About Retirement Planning That Starts With You!
Retirement planning is not just about numbers, money, or charts; it’s a deeply personal journey. Traditional approaches often emphasize financial aspects, but we believe that a successful retirement plan focuses 80% on you and what you want your future to look like. This includes your goals, dreams, health, and the lifestyle you envision after leaving the workforce. We call it the Max. Retired Life Model.
Max. Retired Life Model
5 Strategies for Retirement Joy and Happiness
A Process That Focuses on Your Lifestyle and Goals
The first step to creating a meaningful retirement is identifying how to stay healthy and what truly matters to you. We call it Extending Healthspan. Do you want to travel the world, spend more time with family, or pursue a hobby you’ve always loved? You can build a retirement plan that resonates with your values by concentrating on these personal aspirations in Finding Purpose and Creating Experiences. This personalized approach encourages a sense of fulfillment, making your retirement years genuinely rewarding.
A Process That Bridges Your Dreams with Financial Reality
While prioritizing what you want is crucial, it’s also important to consider how you will fund those dreams. This forms the remaining 20% of your retirement plan. An effective strategy will align your financial resources with your lifestyle goals. By thoughtfully assessing your savings, investments, and potential income streams, you can create a sustainable plan that allows you to enjoy the retirement you’ve envisioned.
Below is our proprietary MaRLin Score that shows your results based on your answers to 10 simple questions. Just CLICK on the MaRLin below to see it!
Would you like to know how well you score compared to the Max. Retired Life Model? Click on the image above to answer 10 quick questions; the results will be emailed to you. Your MaRLin score will fall into one of three categories above.
In conclusion, embracing a retirement planning process that dedicates 80% to your personal aspirations and 20% to the financial logistics can lead to a more fulfilling and enjoyable retirement experience. Start today by joining our email list to learn more about this revolutionary approach to retirement.
If you’d like to learn more about the Max. Retired Life Model, my book is available on Amazon. Click on the image below to access it.
Pete Bosse, PhD, CFP® – also find out more at MFPAFP.Com
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