In this guide, I’ll walk you through setting up a 401k and Roth IRA and explain their differences. I’ll also share the story of a couple who came on my podcast and are navigating their retirement plans.
By the end, you’ll have the tools and knowledge to start planning your ideal retirement, no matter where you are in your career.
Real life story of a couple planning retirement
Rob and Adrienne are nearing retirement but worried about having enough.
In our conversation, we dig into their Conscious Spending Plan to reveal a massively successful investment strategy that remains shrouded by deep lingering fears, $3 questions, and hard-to-break bad habits with money.
Rob is still plagued by his fears about spending money despite the both of them already having $2million in net worth. Adrienne has bigger visions of a rich life and they both struggle to communicate that with each other.
To help them, I pressed them on the importance of setting specific, quantifiable goals. Vague aspirations can perpetuate financial anxiety, while concrete numbers provide a clear target to work towards.
By nudging Adrienne for specifics, I wanted to show how being detailed with their desires could make their retirement planning more enjoyable.
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