Financial Planning Guide for Ages 65+

Enjoying your chill-out years

There’s one question many of us ask as we prepare for and enter into retirement, Do I have enough?

Even if your planning and goals are on familiar turf, the unique “landscape” you’ve cultivated in your life will shape how much it’s going to cost you, and what it’s going to take to feel confident you have achieved your “enough”, with reserves to spare. Moreover, spending without purpose can leave a hole in your soul, so it’s important to identify what will truly make you happy, and prioritize your wealth accordingly.

This guide will help you truly enjoy your chill out years!

Download the Guide

We all share common retirement goals: to prioritize our health and indulge in our personal hobbies, interests, and passions. However, without a well-defined plan and investment structure, relying solely on money may not lead us to our desired destination. In this guide, we delve into your personal financial plan to guide you in identifying, documenting, and directing your financial resources towards the fulfillment of your heart’s desires.

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Listen to the podcast

On this episode, Keith and Marcelo talk about the most important aspects of financial planning for retirees, why sustainability plays a key role at this stage of life, how to work out your sustainable withdrawal rate, the biggest financial challenge for retirees, why you shouldn’t rely on your home being your main retirement asset, and so much more!

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