Retirement Basics

If you don’t have a voice that forces you back to basics, you are a dangerous person. Or to put it another way; you’re at risk and the people with you are at risk. I’m not a daredevil. I don’t fly without a safety net.
— Steve Wynn


It is extremely likely that you will be retired much longer than you think.  For some retirement can actually last longer than their working years!  

It's Called a Spending Plan, Not a Budget!

Without knowing what you spend retirement is going to be extremely difficult if not impossible.  It does not matter what you spend your money on (within means).  The thing that can make or break a successful retirement is to understand where you spend you money.  Click on the picture to the right to download our spending plan worksheet.

Golf or the Gulf of Mexico

Understanding what your retirement will look like is imperative.  Who, what, when, and where are all essential elements to wrapping your head around not working any longer.  Whatever hobby you are passionate about today, if done every single day in retirement, is no longer a hobby but your new"JOB".  Click the picture to the left to take a look at our visualize your retirement exercise.