A Strategic Plan For Retirement | Recap + Highlights - Ep. 133

Feb 24, 2019

It’s Sunday, which means...It’s recap time!

The theme for this week was: A strategic plan for retirement. Most well-run businesses have a strategic plan that outlines the company’s mission, vision, values & goals. It’s the roadmap for how a business plans to get from where it is today to where it wants to go.

You can replicate the business strategic plan to develop a strategic plan for your retirement, and that was the theme for this week.

Articulating your mission, vision, values, and goals will no doubt invigorate and inspire you to live the life that you envisioned for yourself!

In case you missed any of this week’s episodes, here’s what we covered:

• An overview of a strategic plan for retirement and the essential elements of that strategic plan
• How to define and articulate your mission, vision, and values
• How to set 3-5 retirement goals that are aligned with your mission, vision, and values
• And, the key initiatives that you can focus on for the next year to help you reach your goals

If you missed any of these episodes, you can find them on iTunes by searching for the “One Minute Retirement Tip with Ashley”.

That’s it for this week! Thanks for listening.

Tomorrow, come on back, because we’re starting a brand new theme: How to invest in bonds. For most of you, bonds will be a critical component of your investment strategy in retirement. And chances are that many of you already own bonds in your investment portfolio. So next week, I’m going to explain why bonds are so important for your investment portfolio in retirement, and give you some guidance on how to invest wisely in bonds so you don’t get burned.

My name is Ashley Micciche and this is the “One Minute Retirement Tip”.

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