Am I on Track for Retirement? Stop Consuming & Take Action

[Ep 209] If you keep asking, “Am I on track for retirement?” and still don't have an answer, this episode is for you. Especially if you have read, listened, and researched plenty but acted on very little. You’ll hear how to stop collecting information and start moving on your retirement planning, even if all you have is the first few steps. I walk you through what happens inside a retirement strategy session, from the spreadsheet you fill out beforehand to the two hours we spend finding your top three financial priorities and coaching on one of them. You’ll also hear how one client waited two years, and another waited four before acting, and how seeing her numbers clearly helped one of them buy a home 18 months sooner. Book a strategy session to find out how much you need to retire, what your savings add up to, and what your retirement expenses will look like. 01:27 - Measuring Your Progress Toward Retirement 05:01 - What to Expect From a Retirement Strategy Session 07:14 - Unpacking Your Retirement Progress and Savings 10:40 - Client Story: Accelerating Retirement Goals 12:22 - Takeaways: It’s Not Too Late to Start Planning Check out the show notes and other resources at https://www.elevatefinances.us/blog/am-i-on-track-for-retirement-stop-consuming-and-take-action What topic or question would you love answered on the podcast? Join the next Retirement Ready Workshop to get clarity on where you stand and what it takes to move closer to retirement. Get a personalized retirement gap analysis and step-by-step plan in a Retirement Strategy Session. Book your session today. Grab the 8-Step Retirement Ready Checklist to get a better handle on your finances and prepare for retirement in the next 10–15 years.