The Path to Retiring Right

What if you could unlock the secret to retiring right, securing your path to financial freedom, and gaining valuable insights and strategies for your financial journey?

Retirement is not a one-size-fits-all concept. It’s subjective, depending on what you want to achieve. And what’s particularly fascinating is that Brad and Felicia have redefined retirement as achieving enough assets for the lifestyle you want, regardless of age.

Let’s explore the essential aspects of retiring right and achieving financial freedom through a well-planned journey.

 

    • Understanding “Your Why”

      To embark on any journey, we need to understand our motivations—the why behind our actions. It’s no different when it comes to investing and financial planning. Taking the time to explore your why will give direction and purpose to your financial decisions, aligning them with your unique goals.

    • Descending from the Peak

      We often talk about building wealth and accumulating assets, but we seldom discuss the crucial aspect of descending the mountain—the transition to retirement. Sir Edmund Hillary’s experience climbing Mount Everest offers valuable insights here. Just as most fatalities occur during the descent, the critical phase of retirement planning requires careful consideration and professional guidance.

    • The Distribution Rate – Your Sustainable Basis

      Financial advisors emphasize the significance of the distribution rate—the amount your investments pay you on a sustainable basis during retirement. Knowing your specific number, and the amount required for financial independence is vital. It’s akin to having a destination in mind before starting a journey.

    • The Fire Number Movement

      You may have heard of the Fire Number movement, which stands for “Financial Independence, Retire Early.” While it has gained popularity, we like to think of it as determining your distribution rate—calculating the amount you need to sustain your desired lifestyle throughout retirement.

    • Navigating the Financial Planning Journey

      Just as a mountaineer requires planning, expertise, and teamwork, so does securing your financial future. The role of advisors is to guide you on this journey, helping you navigate the challenges and celebrate the triumphs along the way.

Conclusion

Remember, retiring right is not a destination; it’s a mindset.

Financial advisors can help you define and pursue your financial goals so that you can enjoy the next season of your life with confidence and peace of mind.

Share:

Facebook
Twitter
Pinterest
LinkedIn

Related Posts

Rewriting Your Money Story with Tara Zaluski

What happens when life throws you obstacles, and you refuse to back down? Tara Zaluski, CEO of RTZ Property Services, shares her extraordinary journey of resilience and reinvention. From a turbulent childhood to early independence and eventually becoming a powerhouse entrepreneur in real estate, Tara’s story is one of determination, strategy, and transformation. She reveals how financial literacy, overcoming adversity, and embracing opportunity have shaped her mission to revitalize communities and empower others with economic freedom.

Trusting Yourself with Money: Breaking Free from Financial Trauma with Hanna Morrel & Whitney

What if your relationship with money has less to do with numbers and more with trust? In this episode of Money with Mission, Dr. Felecia Froe speaks with financial coach Hanna Morrell and her apprentice coach, Whitney, about financial trauma, self-worth, and learning to trust yourself with money. Hanna shares her personal journey of navigating financial uncertainty and the tools she developed to help others break free from restrictive, fear-driven money habits.
Together, they unpack how societal expectations, family teachings, and personal experiences shape our financial decisions—and how we can reclaim control. If you’ve ever felt shame, guilt, or stress around money, this episode is for you.