WHAT LIFESTYLE DO I WANT TO LIVE?
What amount of money will you need to sustain yourself at the age of 55+ per year?
Financial planners may say approx $80k for the average couple who have their ducks pretty
well lined up (home owned etc etc). But what lifestyle do you want to live at that age? Will
$80k be enough?
WHAT MONEY WILL I STILL NEED?
What financial situation will you be in? Will your mortgage be paid off yet or will you need to
factor this in? Will you still be needing to pay it off? Will you still have other debt to service?
What money will you have in the bank?
WHAT ASSETS WILL YOU OWN?
If you own your home, what might it be worth at that time? What other assets will you own at
the time? Cars, boats, houses etc
WHAT WILL YOU OWE?
Will you still need money for cars/toys/houses/rent etc? What position will you be in if you
continue the way you are now??
WHAT DO YOU NEED TO DO?
If any of these questions scared you- you might need some assistance - get on next week’s
session to find out more!
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