The Power of a One-Page Plan

Retirement Answers

Does retirement scare you or give you anxiety? Do you feel like there is too much to know? Well, you're not alone. Almost everyone I talk to who is trying to retire feels a sense of analysis paralysis. They know there are many considerations to thinking about when putting together their retirement plan, but are just unsure how to put it all together.

In comes the One-Page Plan... This is a documents that simply lists out what needs to evaluated and when. But how can you fit everything onto 1 page? Well, that's not really the point. The point is to create a distilled list of items to plan for rather than have a 50 page retirement plan. A long retirement plan will only leave you more confused...

I'm a fan of simplicity. I know that a One-Page Plan will give you clarity, direction, and increase your confidence around retirement. Listen in to see the power of how this works.

Other episodes mentioned: 3 Bucket Retirement Plan

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