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?

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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!

Financial Planning for Ages 65+

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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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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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The Non-Financial Plan for Retirement

The Inspired Retirement Guide

Welcome to The Inspired Retirement Guide, a Tulett, Matthews & Associates retirement planning guide to cover what is too often overlooked: the non-financial aspects of your retirement and helping you plan for a meaningful retirement.

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We have partnered with Susan Hogan a non-financial retirement coach and founder of Inspired Retirement. Susan is an expert in helping people plan for a meaningful retirement that aligns with their values, passions, and goals. She was our guest on The Empowered Investor podcast (episode 80), where she shared her insights on how to replace the usual stabs in the dark with a more intentional approach to preparing for your enjoyable retirement.

With Inspired Retirement, you’ll discover:

  • Ways to make the most of your retirement – right from day one
  • How to avoid the common pitfalls that tend to send retirees off-course
  • What is your purpose? Your reason to get-out-of-bed each morning?
  • Steps to maximize your independence and quality of life as you age
The Retirement GPS
The Inspired Retirement Guide

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In this guide, we’ll introduce you to Susan’s “Retirement GPS”, which covers three key non-financial elements of retirement planning: Good Health, Purpose, and a Social Network. Her GPS is a metaphor for how to navigate a successful retirement and map your retirement journey with confidence.

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Tune into our podcast where we delve into the art of crafting a rewarding retirement. We discuss retirement preparation, dementia prevention, lifestyle transformation, the empowering journey to self-discovery in retirement, and so much more!

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