Retire Wealthy

For many of us, retirement feels remote—a place on the far-off shore of “someday.” But do you think that the wealthy are as passive in their retirement planning? 

Even if they have the best money managers on the planet, the paths they are being led down are very similar. The particulars will be different depending on the size of their families or their intentions towards charity, but the fundamentals of their retirement plans are not out of reach for the average person.

Whatever your goals are, be they charitable or legacy-building, they are almost certainly possible. The idea that you should settle for whatever may come in retirement is self-defeating and will only ensure that you do not get what you want. Maybe you already have a plan or an advisor, but how does your approach measure up against the top one percent? Do not resign your future to some notion that you do not deserve the same consideration as the ultra-wealthy. You may not have a billion dollars by the time you’re ready to retire, however, nothing is stopping you from living the comfortable, charitable life you want.

By assessing your attitude, plan, and where you stand today, you can begin to sharpen your focus and achieve the retirement goals you deserve.

Let’s get started!

Complete the following sentences with the answers that most closely reflect your current situation. Approach all 10 questions with honesty, and remember, there are no wrong answers.

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