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

🕙 Picture Retirement: What does 10:45 on a Tuesday look like?

🎯 Retire To Something: Give retirement a sense of purpose

❤️ Find Your Passion: What would you do without the paycheck?

🔄 Past Regrets: What would you change if you could?

🪣 Bucket List: Identify what you still want to do

🧭 Build Around Life: Let the financial plan support the lifestyle

Talking about money can be hard for some people, and sometimes it just takes the right question to get things rolling. Phil walks through five questions that have very little to do with dollars on the surface but can reveal a lot about what someone actually wants from retirement. Sometimes the best way into a financial conversation is to start somewhere else entirely.

Go Inside the Episode:

0:00 – Intro

1:30 – Picture Yourself Retired

4:47 – Financial Genie Exercise

7:31 – What Are You Passionate About?

10:41 – Regrets & Financial Planning

13:07 – Bucket List Priorities

14:52 – Reach out to Phil

If you have any questions about what we discussed in this episode, reach out and we’ll be happy to set up a time to talk.

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