Are you Retired or planning Retirement?


THE JOY OF RETIREMENT PROCESS©

The Joy of Retirement Process©

At Meyers Financial Wealth Management, we understand the many concerns individuals and families face as they prepare for retirement. Our goal is to help clients feel confident about their future and pursue their vision of a comfortable retirement through our unique planning strategy. 

Imagine and dream, what is your life going to look like? We create each personalized retirement strategy with the same thought in mind. You want to be prepared for all that life may bring you in retirement. We help our clients with their goals and set-aside for each of life’s occasions while in retirement. 

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Your Ideal Future

If you could paint a picture of your ideal future, what would it look like?

Would it look like a Norman Rockwell painting; the perfect ideal American life?

Or would it be like a Jackson Pollock painting full of colors and exciting lines may be a little out of control.

If you could have anything you wanted, right now and you could put everything together that you worked for to give you the kind of lifestyle in the future what would that look like? What are your vision and dreams?

Your Vision of the World

Edward Hopper said, “Great art is the outward expression of an inner life of the artist, and this inner life will result in his personal vision of the world.” You are the artist of your life.  What is the outward expression of your inner life? What is the vision of the world you want to be a part of?

Close your eyes and dream big. As Yogi Berra said, “If you don’t know where you’re going, you probably won’t get there”. The vision needs to be clear and long term and with the end in mind. Mapping out your life plan is like planning a trip. We know where we want to go, now we need to pick the best route. The first thing GOOGLE map requires is the address of the final destination. From there, you can choose the route. Are you taking the shortest route or are you taking the longest? Do you need rest stops along the way? Does this route lead directly to the destination?

Where exactly is that destination? Are you heading to the tropics? The Riviera? Do you own your own business? Do you have multiple advanced degrees? Do you live in a big house with an expansive view or a small apartment in New York? Really, where do you want to be? Or are you already here?

The joy of Retirement Case Study

Let me tell you about Donna and John (not their real names of course to protect their identity). John is 67 and Donna is 64 they have been retired for about 3 years, have 4 married children, 10 grandchildren, a house up north, a condo in Florida, have done traditional estate planning. We had a conversation and I explained to them that legal documents are not wealth planning. Wealth Planning is about your life and future.

Here are some of their Goals we discussed and started to plan for: 

1. Donna wants a trip Around the World. Why was that important? Because as a little girl she had a map of the world and pinned all the places her family came from and she wanted to visit were she came from. That was a vision and it became a priority and then a goal. 

2. They both want to visit their grandchildren every 3 months because now they were seeing them once a year and they realized they were missing a good deal of the grandchildren’s life and growing up years.

3. A brand-new car was important because they have always bought used car and they wanted a car no one else had owned before. 

4. Their vision was $120,000 lifestyle to be able to do all they envisioned.

5.. More Charitable Giving to give back to their community they felt they were blessed and needed to give back.

6. $1,000,000 Each Child. Why? Like Warren Buffet “give enough to your children that they can do something but not too much were they do nothing.”

7. $160,000 Each Grandchild. Why? Because John was the first person in his family to have a college education. His Uncle was his benefactor and he wants to make sure his grandchildren have the same opportunities in order to reverse the chain of poverty.

8. $0 to taxes leaving more for his lifestyle more to his charities, and Family.


All about your Life’s Occasions

It is our objective to give you the peace and confidence you need to live in a joyful retirement.

Contact us at Meyers Financial Services, Inc. to schedule an initial complimentary consultation.

Client Centered

 

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All it takes is 30 minutes on the phone to decide if we would be a good fit to work together. There’s no obligation and no pressure. Schedule your call automatically on our CONTACT PAGE or phone us directly at (707) 935-1124.


We look forward to speaking with you!

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