Do an online search for “retirement planning” and you can have 21 million results in .3 seconds but whom can you trust?
Friends can certainly make recommendations, share their tales of triumph and woe, and even invite you along on their retirement adventure. Unless your dreams are identical, don’t follow their plan or you will find yourself at their destination instead of where you really want to be.
Family, like friends, can be a source of wisdom or a source of friction. Retirement lifestyles have changed from your parents’ and grandparents’ retirement days. You may hate golf and feel called to work for a cause you believe in.
The Internet is full of experts—real and self-proclaimed. Get recommendations from people you trust.
Books can be—and have been—written by “gurus” and aspiring authors who make up information or steal data from other sources and then misinterpret it for their own purposes. Look for trusted recommendations and testimonials.
Financial planners focus on just one aspect of retirement planning—managing your money so you might have enough when you retire. As previously mentioned, get recommendations for someone who is creating wealth for the client instead of just charging a commission.
A retirement lifestyle coach is trained in planning for more than financial wellness in retirement and can guide you in asking the right questions, searching for answers, exploring options and resources, and as I tell my clients, making the best of their lives for the rest of their lives. For those who are eager to get started, I can recommend my books Ready To Retire? Successful Retirement Planning To Make The Best Of The Rest Of Your Life* and Where Will You Retire?: A Retirement Guide And Exercises For Deciding Where To Retire, Buy A Second Home, Or Relocate.*
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Make the best of your life for the rest of your life as you prepare for retirement with Retirement Lifestyle Strategies coaching and resources from Dee Cascio.