Drowning in Retirement Information Overload?

You’re dreaming about no longer being chained to the 9-5 grind.

Dreaming about relaxing days and time freedom in retirement.

It’s so close, you can taste it…

Between countless posts on google and the resources being put in front of you on a daily basis. It feels like you are drowning on all the information being thrown at you…

Retirement planning is complicated, so it’s no wonder you’re feeling overwhelmed.

As your retirement draws closer, you need to know your numbers. You need to know what’s going to boost your retirement nest egg. What could harm your chances of retiring when you want to.

And more importantly, how do you set it all up the right way? So you have a reliable retirement income for the rest of your life…

Wouldn’t it be great if you could have that mission-critical info to deliver your comfortable retirement lifestyle?

How about turning that drowning feeling into a simplified planning process?

If you’re feeling like you are drowning in a pile of retirement and investment information and don’t know where to start, you’re in the right place.

Get your PDF copy of ENOUGH? here…

Simple Step #1

Take a 50,000 foot view…

Sometimes, we’ve got to step away from the information and determine what you are planning for…

For many people, they spend countless hours trawling the internet looking for that piece of information that stands out, but that never happens.

It’s so confusing…

The first step is to work out what you are planning for.

Retirement critical questions to ask include:

• • What retirement lifestyle are you trying to achieve? Is it months on the road in a caravan? Time with family? New adventures? European river cruising?  
  • How much money will I need to live comfortably in retirement?
  • How big does my retirement nest egg need to be?
  • What are the BLINDSPOTS I’m unaware of?
  • Have I spoken with a professional with specific experience who could help me highlight opportunities and blindspots?

Would you like help making your retirement more manageable?

Click here to book a 1-on-1 Retirement Clarity Call.

Simple Step #2

Tackle the financial numbers

Once you’ve taken a step back and looked at your retirement from a 50,000 foot view, you’re now ready for the financial number crunching.

Most have no clue whether their efforts for the last 30 or 40 years will see them through retirement.

If you are going to experience a successful retirement you need to know your numbers.

Retirement critical questions to ask include:

• • Will my nest egg be BIG enough to fund my retirement lifestyle for the rest of my life?
  • What investment return do I need to be aiming for to make my plan work?
  • Will my retirement lifestyle survive a market hit?
  • What impact are your current decisions having on your retirement success?
  • Have I identified all the strategies to boost my retirement nest egg?
  • What’s my cashflow look like?
  • Have I spoken with a professional with specific experience who could help me highlight opportunities and blindspots?

Would you like help making your retirement more manageable?

Click here to book a 1-on-1 Retirement Clarity Call.

Simple Step #3

Create your simple retirement plan

Once you’ve taken a 50,000 foot view, crunched all your numbers, you’re ready to use your easily digestible information to craft your simple retirement plan.

You’ll know how much retirement income you’ll have from your retirement nest egg…

By thinking about these questions, you’ll know what to look for in that pile of retirement information you’ve been drowning in.

Retirement critical questions to ask include:

• Is my investment strategy invested in a way that allows for future growth but also protects my retirement income from market declines?
• Am I using the right retirement vehicle to deliver my comfortable retirement?
• Have I implemented the right strategies to boost my retirement nest egg?
• Do I have the right MINDSET?
• Do I have a plan for when my retirement plan goes off track?
• Is my financial engine stable enough to make it through retirement?
• What happens when my plan goes off track?
• Have I discussed my retirement plan with a professional with specific expertise who could highlight opportunities and blindspots?

Would you like help making your retirement more manageable?

Click here to book a 1-on-1 Retirement Clarity Call.

Stop downing in retirement information and break it into more manageable pieces

You’re used to receiving a reliable pay cheque each month. You know preparing for your next chapter in life is important. But all the information you’re drowning on makes you less confident you’ll get it right.

Perhaps you’ve been researching on the internet, but trying to decipher what’s right for you is confusing and leads to frustration.

The sooner you shift the overwhelming pile of retirement information into bite-sized manageable chunks. The sooner you can create your personal retirement roadmap and start enjoying the benefits of the retirement lifestyle you deserve.

It’s time to leave the retirement rabbit hole and stop drawing in retirement information overload.

You’ve already taken the first step (and smart!) step by reading through this blog. You now know the right questions to ask.

Make the next smart step and contact us for your complimentary Retirement Clarity Call to start managing your retirement plan the right way.

Glenn Doherty – CFP – Financial Planner | Helping people within 10 years of retirement achieve a successful retirement

We work with people in Adelaide and around Australia via virtual meetings!

Request a Retirement Clarity Call

An opportunity to talk through some of your challenges and questions you have around your retirement.

Achieve some clarity and maybe a roadmap on how you can achieve a comfortable retirement.

Schedule here

Advice Disclaimer: Any reference in this publication to the provision of advice refers to advice of a generic nature, and should not be taken as product or investment recommendations. Before any action is taken based on the information provided, independent financial advice from a licensed financial adviser should be sought. Financial Freedom Project Pty Ltd ATF GA & DC Doherty Family Trust Trading as Jigsaw Private Wealth is a Corporate Authorised Representative of Spark Advisors Australia Pty Ltd. The information contained in this publication is of a factual nature only and is not intended to constitute financial product advice. Information is current as at date of publication. This is an online information blog. It does not imply an offering of securities.