“Retirement Lifestyles”
<>
Money Can Serve
the Life You Want
Brian Weatherdon MA, CFP, CLU, CPCA
Author, Speaker, Financial Planner.
Aligning your Wealth & Life to overcome fears and
secure your income, lifestyle, & comfort to age 105
Was life ever a flat-line?
• Born in 19__, grew each day.
• Kindergarten, school, university.
• Single, married, changes continued...
• Children grew, parents aged, on it goes.
• One career, two careers, three careers, four.
• Lifelong learning, continued development
• WHAT ABOUT RETIREMENT?
Flat-line in Retirement?
• Is retirement a final stage of life? Is this the
end, the green pasture, final hurrah, curtain?
• If you’ve engaged a financial planner or used
retirement software, did you get a print-out
suggesting retirement is a single final time
with a fixed income from age 65 to death?
• Is that how you really feel it should be?
Compare these: which is YOU?
Retirement Lifestyles You Choose
• Would you phase your early steps into retirement?
• Early retirement means recognizing and achieving
our “bucket list” goals and living our dreams while
we have maximum capacity to enjoy them
• Mid-retirement can be a time of pictures & stories,
less travel, lower spending, peace and contentment.
• Later senior years suggest high costs for health care,
personal comfort and dignity; higher needs then.
Who is helping you think this way?
• Life coach / life planner?
• Speaking with family members?
• What example do you see in others?
• What does “advertising” suggest to you?
• How will you create your own life?
• Video...“Visioning your Retirement Lifestyle”
http://www.guaranteedincome4life.ca/resources/visioning-your-retirement-life
Eg. Creating Life from your Pension
• Getting the facts on your pension will be vital
so you can choose a fixed income pension or
consider a personalized arrangement which
will help you fulfill the lifestyle, freedom,
security and independence you want.
• See & subscribe, “Exit Strategies from a
Pension”
http://www.guaranteedincome4life.ca/blog/exit-strategies-from-a-pension/
Eg. Creating Life from your Business
• Aligning your life dreams & financial resources
in a certified financial plan, you can unlock
values of business and related assets to secure
your life dreams through all future horizons.
• See & subscribe... “Exit Strategies for Business”
http://www.guaranteedincome4life.ca/blog/exit-strategies-for-business/
Creating Life from Savings or Winnings
• Long-term savings, inheritance, even winnings
could be source of capital you use to fund
your retirement dreams.
• If inherited wealth or lottery winnings are
your base, be sure to read chapters 3 or 4 in
“A Lifetime of Wealth – and how not to lose
it”
Don’t live below your dreams!
• We can align wealth with the life you choose.
It’s vital to know you’ll have enough money
for all seasons, and never outlive it. Even
leave a residue for the family you love.
• “Life Income Mandates” is a way to secure
lifelong income for the life you want to enjoy.
See http://www.guaranteedincome4life.ca/blog/life-income-mandates/
Remember you’ll need more
• Life isn’t a flat-line. Opportunities and needs
change, dreams and desires are not static.
Income needs naturally change too.
• “Life Horizons Analysis” helps align wealth and
income, with ongoing seasons of retirement,
and so provide what you value most in life.
See & subscribe: http://www.guaranteedincome4life.ca/blog/life-
horizons-analysis-assuring-income-life/
Key questions to guide your future
• What experiences do I most want to enjoy in
early and ongoing retirement years?
• How may my needs reduce in middle years?
Will would they increase in later senior years?
• How will my wealth and income assure the
overall comfort and enjoyment I want?
• Who can I reach to evaluate my planning?
What resources can help me?
Resources to help get what you want
• Experience this website to help focus on your
future: www.GuaranteedIncome4Life.ca
• Get 5-star book, Amazon/Kindle/bookstores:
“A Lifetime Of Wealth – And How Not To Lose It”
http://www.amazon.com/Lifetime-Wealth-how-not-lose/dp/1489579540/ref=sr_1_1?
ie=UTF8&qid=1380311791&sr=8-1&keywords=a+lifetime+of+wealth+--
+and+how+not+to+lose+it
• Visit www.ALifetimeOfWealth.info

Retirement lifestyles -- Money Can Serve the Life You Want

  • 1.
    “Retirement Lifestyles” <> Money CanServe the Life You Want Brian Weatherdon MA, CFP, CLU, CPCA Author, Speaker, Financial Planner. Aligning your Wealth & Life to overcome fears and secure your income, lifestyle, & comfort to age 105
  • 2.
    Was life evera flat-line? • Born in 19__, grew each day. • Kindergarten, school, university. • Single, married, changes continued... • Children grew, parents aged, on it goes. • One career, two careers, three careers, four. • Lifelong learning, continued development • WHAT ABOUT RETIREMENT?
  • 3.
    Flat-line in Retirement? •Is retirement a final stage of life? Is this the end, the green pasture, final hurrah, curtain? • If you’ve engaged a financial planner or used retirement software, did you get a print-out suggesting retirement is a single final time with a fixed income from age 65 to death? • Is that how you really feel it should be?
  • 4.
  • 5.
    Retirement Lifestyles YouChoose • Would you phase your early steps into retirement? • Early retirement means recognizing and achieving our “bucket list” goals and living our dreams while we have maximum capacity to enjoy them • Mid-retirement can be a time of pictures & stories, less travel, lower spending, peace and contentment. • Later senior years suggest high costs for health care, personal comfort and dignity; higher needs then.
  • 6.
    Who is helpingyou think this way? • Life coach / life planner? • Speaking with family members? • What example do you see in others? • What does “advertising” suggest to you? • How will you create your own life? • Video...“Visioning your Retirement Lifestyle” http://www.guaranteedincome4life.ca/resources/visioning-your-retirement-life
  • 7.
    Eg. Creating Lifefrom your Pension • Getting the facts on your pension will be vital so you can choose a fixed income pension or consider a personalized arrangement which will help you fulfill the lifestyle, freedom, security and independence you want. • See & subscribe, “Exit Strategies from a Pension” http://www.guaranteedincome4life.ca/blog/exit-strategies-from-a-pension/
  • 8.
    Eg. Creating Lifefrom your Business • Aligning your life dreams & financial resources in a certified financial plan, you can unlock values of business and related assets to secure your life dreams through all future horizons. • See & subscribe... “Exit Strategies for Business” http://www.guaranteedincome4life.ca/blog/exit-strategies-for-business/
  • 9.
    Creating Life fromSavings or Winnings • Long-term savings, inheritance, even winnings could be source of capital you use to fund your retirement dreams. • If inherited wealth or lottery winnings are your base, be sure to read chapters 3 or 4 in “A Lifetime of Wealth – and how not to lose it”
  • 10.
    Don’t live belowyour dreams! • We can align wealth with the life you choose. It’s vital to know you’ll have enough money for all seasons, and never outlive it. Even leave a residue for the family you love. • “Life Income Mandates” is a way to secure lifelong income for the life you want to enjoy. See http://www.guaranteedincome4life.ca/blog/life-income-mandates/
  • 11.
    Remember you’ll needmore • Life isn’t a flat-line. Opportunities and needs change, dreams and desires are not static. Income needs naturally change too. • “Life Horizons Analysis” helps align wealth and income, with ongoing seasons of retirement, and so provide what you value most in life. See & subscribe: http://www.guaranteedincome4life.ca/blog/life- horizons-analysis-assuring-income-life/
  • 12.
    Key questions toguide your future • What experiences do I most want to enjoy in early and ongoing retirement years? • How may my needs reduce in middle years? Will would they increase in later senior years? • How will my wealth and income assure the overall comfort and enjoyment I want? • Who can I reach to evaluate my planning? What resources can help me?
  • 13.
    Resources to helpget what you want • Experience this website to help focus on your future: www.GuaranteedIncome4Life.ca • Get 5-star book, Amazon/Kindle/bookstores: “A Lifetime Of Wealth – And How Not To Lose It” http://www.amazon.com/Lifetime-Wealth-how-not-lose/dp/1489579540/ref=sr_1_1? ie=UTF8&qid=1380311791&sr=8-1&keywords=a+lifetime+of+wealth+-- +and+how+not+to+lose+it • Visit www.ALifetimeOfWealth.info