<description>&lt;p&gt;Planning for retirement isn't just about hitting your savings targets and hoping for the best. It's about getting creative, asking new questions, and challenging your own assumptions.&lt;/p&gt; &lt;p&gt;We follow the retirement planning journey of a fictional couple, Dwight and Angela, who are three to five years from retirement, using the SIFT framework shared by Rohit Bhargava and Ben duPont in their book "Non-Obvious Thinking", to shed light on hidden financial opportunities.&lt;/p&gt; &lt;h2 dir="ltr"&gt;Outline of This Episode&lt;/h2&gt; &lt;ul&gt; &lt;li dir="ltr" role="presentation"&gt;[00:00] Broadening perspectives on retirement strategies.&lt;/li&gt; &lt;li dir="ltr" role="presentation"&gt;[03:11] Making time to reflect to get better clarity on retirement plans. &lt;/li&gt; &lt;li dir="ltr" role="presentation"&gt;[07:05] Expand your perspective by looking for alternative experiences and advice beyond typical financial practices.&lt;/li&gt; &lt;li dir="ltr" role="presentation"&gt;[11:05] Focus on solving the right problem to combat overwhelming options.&lt;/li&gt; &lt;li dir="ltr" role="presentation"&gt;[14:58] Explore other investment opportunities like a business 401k, HSA, or brokerage account.&lt;/li&gt; &lt;li dir="ltr" role="presentation"&gt;[17:35] Coordinated financial planning strategies for our case study couple.&lt;/li&gt; &lt;/ul&gt; &lt;p&gt;***********&lt;/p&gt; &lt;p&gt;📰 See the &lt;a href= "https://www.financialsymmetry.com/use-non-obvious-thinking-to-improve-your-retirement-readiness-ep-248/" target="_blank" rel="noopener"&gt;full show notes here&lt;/a&gt;&lt;/p&gt; &lt;p&gt;🌐 &lt;a href= "https://www.financialsymmetry.com/resource-library/pre-retirement-checklist/"&gt;Sign up here to receive a detailed pre-retirement checklist&lt;/a&gt; to ensure you are positioned to experience your ideal retirement.&lt;/p&gt;</description>

Financial Symmetry: Balancing Today with Retirement

Chad Smith, CFP® and Mike Eklund, CFP®

Use Non-Obvious Thinking to Improve Your Retirement Readiness, Ep #248

SEP 23, 202521 MIN
Financial Symmetry: Balancing Today with Retirement

Use Non-Obvious Thinking to Improve Your Retirement Readiness, Ep #248

SEP 23, 202521 MIN

Description

Planning for retirement isn't just about hitting your savings targets and hoping for the best. It's about getting creative, asking new questions, and challenging your own assumptions.

We follow the retirement planning journey of a fictional couple, Dwight and Angela, who are three to five years from retirement, using the SIFT framework shared by Rohit Bhargava and Ben duPont in their book "Non-Obvious Thinking", to shed light on hidden financial opportunities.

Outline of This Episode
  • [00:00] Broadening perspectives on retirement strategies.
  • [03:11] Making time to reflect to get better clarity on retirement plans.
  • [07:05] Expand your perspective by looking for alternative experiences and advice beyond typical financial practices.
  • [11:05] Focus on solving the right problem to combat overwhelming options.
  • [14:58] Explore other investment opportunities like a business 401k, HSA, or brokerage account.
  • [17:35] Coordinated financial planning strategies for our case study couple.

***********

📰 See the full show notes here

🌐 Sign up here to receive a detailed pre-retirement checklist to ensure you are positioned to experience your ideal retirement.