Die With Zero Regrets

Have you ever stopped to ask yourself about the purpose of the money you’ve worked to save throughout your life? In financial planning, it can be easy to fall into the trap of simply viewing your wealth as a numerical scorecard, measured by monthly statements and investment returns. But as we often remind our clients, retirement planning is not just about the numbers on a page; it's about the life experiences and memories those numbers can create.

 

Here’s some of what we discuss in this episode:

• Reevaluating your relationship with money and time, inspired by a book called "Die with Zero" by Bill Perkins
• What is the purpose of the money you’ve saved?
• Spending your money with purpose and making the most of your “go go” years in retirement
• What is the “perfect day” exercise and how can it enhance your retirement planning journey?

 

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