What happens when your retirement timeline is shaped by someone else’s expectations? Whether it is pressure from family, friends, coworkers, or society, retirement does not have to follow a predetermined schedule.

In this Balance Your Wealth episode, the team discuss how to think about retirement on your own terms, including the financial and personal factors that should influence when you stop working.

In this episode, you’ll hear discussions on:

• Why retirement does not have to happen at a specific age

• How financial readiness can influence your retirement timeline

• The difference between being financially able to retire and being ready to retire

• How family, friends, and social expectations can influence retirement decisions

• Why comparing your retirement timeline to someone else’s can lead to poor decisions

• How your goals, lifestyle, and priorities should factor into retirement planning

• Why there is no universal definition of the “right” time to retire

• How to create a retirement plan around your own financial picture and goals

The team also discusses why retirement is about more than reaching a certain age or savings balance. A successful retirement plan should consider your income needs, spending, health, lifestyle, family circumstances, and what you actually want your next chapter to look like.

Are you retiring on your own schedule, or someone else’s?

#RetirementPlanning #Retirement #FinancialPlanning #RetirementGoals #WealthManagement #FinancialFreedom #BalanceYourWealth

—

📺 Watch now and take control of your financial future:

Subscribe for more balanced conversations around wealth and life. We drop new episodes the 2nd and 4th Wednesday every month, so make sure to tune in!

Also, don't forget to leave a comment with your mid-year financial goals

---

This material is purely intended to be general and educational in nature, and should not be construed as specifically-tailored investment, financial planning, tax, legal, or other professional advice. Information and data contained herein is as-of the date of publication, and may be subject to change in the future without notice. Any investment performance referenced is purely past performance, which is no guarantee of any future performance. Nothing contained herein should be construed as an offer to sell, a solicitation of an offer to buy, or a recommendation of any security or other financial product or investment strategy. All investment, tax, and financial planning strategies involve risk that you should be prepared to bear. You are highly encouraged to consult with professionals of your choosing before taking any action based on this material.