Plan On It: Tools To Help Break Free of The Traditional Retirement Mindset

By Jeremy W. Overton

This little book may be the key to taking back control of your financial future. We spend our whole life saving and investing for the future, and wondering if we have enough... We sit across the table or talk on the phone with our advisors, looking at the clock and feeling uncertainty and confusion about the whole process. You may just want to know, "How am I doing compared to other people my age?"When you're explaining your retirement goals doesn't have to feel like you're writing an essay, but it doesn't have to.The Eight Distinct Retirement Profiles(TM) will provide you with the basic knowledge you'll need to clearly communicate your goals to your Financial Planner quickly and efficiently. You can't plan for the specific issues you'll face during your retirement unless you know where you want to end up. You'll get a look at the lives of people who have not only quit working, but gone on to enjoy increasing levels of retirement success - often just by changing their mindset and making minor adjustments to their strategies.You'll be equipped to define progress and discuss the obstacles you face, beyond just investment returns, and how to define what financial security means to you.If you know where you're heading, you'll have the missing variable your advisor needs to understand to tell you if you're on the right track. You'll gain perspective about the kind of lifestyle you would like to live in retirement and turn that perspective into a renewed sense of value and purpose. Think of it as a simple interface that will help you to program your advisor to help you make the decisions necessary to get you where you want to be. It's not like any retirement book on the market.

• Format: Paperback
• Language: English
• ISBN: 0615735282
• ISBN13: 9780615735283
• Release Date: December 2012
• Publisher: Tb & J Publishing
• Length: 110 Pages
• Weight: 0.26 lbs.
• Dimensions: 0.2" x 5.0" x 8.0"