Season 5 Episode 10 The Retirement Freedom Plan: Freedom from Fear and Frustration in Retirement

It’s often said that people spend more time planning vacations than they do for retirement. But just as you wouldn’t wing a vacation, retirement planning requires careful consideration.

With potential decades ahead, the time invested in planning is relatively short. Therefore, it’s crucial to approach retirement seriously, laying out all your desires to ensure they align with your vision.

A common mistake is solely focusing on the day you can stop working. While reaching this milestone is significant, the ultimate goal is not just retirement but retirement freedom.

Our goal is to guide individuals towards this state of financial freedom, not just reaching retirement but thriving through it. We aim to alleviate the fears and frustrations that often accompany retirement, enabling people to enjoy their golden years with peace of mind. And at the core of achieving this peace is having a well-thought-out plan.

Whether it’s the cost of healthcare, rising taxes, stock market volatility, or inflation, our personalized Retirement Freedom Plan™ covers all potential risks eliminating those fears and what-ifs.

In retirement, you want the freedom to pursue your desires without worrying about uncertainties or risks. Working with someone who understands this is crucial. Going it alone might work, but you could still face fear and frustration along the way.

Robo-advisors lack the human touch needed to address your unique concerns. While they can provide numbers and estimates, they can’t offer the empathy and experience of a human advisor. Trusting solely in automated assessments, like those from 401k providers, may not give you the full picture. What you really need is a financial planner who can guide you not just to retirement but through it, providing both expertise and empathy tailored to your needs.

Let’s create your Retirement Freedom Plan™, starting with the “Clarity Conversation”. Reach out to us at 816-246-WISE or email to start the journey toward freedom.