My Retirement Blueprint for Your DREAM Retirement, Ep #45

I worked with my life coach and business coach to come up with a solution to help you plan the retirement of your dreams: the retirement blueprint. A retirement blueprint is something that very few financial planners talk about, but it’s absolutely crucial to the success of your retirement. It helps you plan for the retirement of your dreams. If you’re ready to design your retirement—and not just retire by default—check out this amazing resource. Listen to this episode of Retirement Made Easy to learn more!

You will want to hear this episode if you are interested in…

• [2:38] You need a vision for your future
• [5:19] Setting short-term and long-term goals
• [7:37] Why you want to write down your goals

Why you need a vision for your future

Warren Buffet and Bill Gates are very good friends. When they were at a dinner together, someone asked them what the #1 key to success was. They both said “vision.” If you don’t have a vision, you don’t have a chance. You’ll never be as successful. Planning for the next chapter of your life starts with coming up with a compelling vision for your future. What are your goals and values? What will give you purpose?

Some people love retirement and they’re enjoying every part of it. Other people haven’t been able to adapt and are living a life without meaning and purpose. They’re not accomplishing the goals they’ve always dreamed of. They may be struggling emotionally and psychologically. This blueprint for the retirement of your dreams would be extremely beneficial to you.

Why the blueprint to a dream retirement?

This blueprint walks you through both short-term and long-term goals. A study found that the people who write down their goals—with pen and paper—enhanced the probability of achieving those goals by 1,000%. The blueprint also includes questions that you should walk through.

One section includes three questions Dr. Frank Luntz asks to learn what’s most important to someone that he’s never met. He asks you to imagine life at perfection:

1. Where are you?
2. Who are you with?
3. What are you doing?

I ask my new clients these questions to better understand them and get a sense of who they are. Go ahead and ask friends and family members those three questions. It will tell you so much about them. Listen to learn some other questions that the retirement blueprint includes that are eye-opening.

Write down your goals and get a plan in place

A study done by Harvard MBA students in 1979 looked at graduates. It asked them: Do you have written goals with a plan of action to accomplish them? Only 3% had their goals written with a plan to achieve them and 97% had nothing. This study tracked these students for 10 years. The 3% who had written clear goals were making 10x the income of the other 97% of students.

This blueprint can enhance the enjoyment you experience in retirement and even your mental and spiritual health. Don’t like back on your life with regret and say “I wish I would have.” Planning and being intentional helps you find those things that will bring the most satisfaction to your life in retirement. You want to be able to say, “I’m glad I did.”

Resources & People Mentioned

• Blueprint to a Dream Retirement
• Dr. Frank Lutz