When we met with folks in San Antonio to update our estate plan, the two men we met commented that many people who are their clients all want to do what we do, which is to follow 80 degree weather and spend summers in Nova Scotia and winters in Mexico. In the spring and fall we visit with family. After we reviewed our financial situation with these experts they asked how we put our plan into place. Many of their clients have much more money than us but seem unable to implement a plan. We just laughed and said that we made decisions long ago. Now we just run our program.
This week on the phone, I was asked by another money and insurance man if I would consider giving a seminar on how to put a retirement plan into place. He said that everyone wants to do what we do in retirement, but they do not seem to know where to start. And he commented that most people have a lot more money than we do but are still frozen in place. Again I just laughed and suggested that I will be willing to talk to anyone but my days of running seminars are over.
But the whole thing is just like a jigsaw puzzle. First you must think through what you want to be doing during retirement. Then but by bit, assemble the pieces of the puzzle. It is all so simple when you break it up into parts. The lifestyle comes from your selections and choices, one by one. Simple. But not easy. Just like building an office, you build the retirement you visualize, one decision at a time. Simple but not easy.
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