Part Three: Planning for Retirement

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NOTE FROM BEN KINNEY: Congratulations, you’ve made it to Part Three of the Wealth Series! I hope that you took the time to listen and complete the workbook in Part Two. Are you feeling a sense of freedom by simply knowing where you are financially right now? In this next lesson, we’re going to take the steps to figure out your financial goals for retirement, so you know where you’re headed and if you’re on track to reach that goal.

Having completed the following will help you move through Part Three exercises with ease:

  • Fill out your net worth tracker spreadsheet.
  • Update your required and optional expenses worksheet.

Part Three is all about planning for your retirement to ensure you live comfortably in your golden years. Get the tools and steps to know exactly how much you need to retire, as well as some ideas on how you can make that amount of money and reduce expenses if you aren’t on track quite yet.

Part Three Overview

Are you on track to retire? Do you know how much you’ll need in income and assets when that time comes? Ben Kinney helps you answer these questions and more as he dives into the 4% rule, how to be ready for retirement when it comes, and how to find multiple streams of income to fund retirement for you and your family.

GIVEAWAY QUESTION: Use the 4% rule – if you need $60,000 a year when you retire, what is the amount you would need in your retirement account?

(Answer each giveaway question correctly on a form after Part Eight is live in order to be entered to win up to $5,000 for your retirement or investments)

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