Conversation Starters: Questions Worth Asking About Your Financial Future

So the first one is really about...

Retirement, a lot of times for people, is abstract, Sean, until they get there, right? It's either the big, you know, do I have enough and those big concerning sleep at night questions, or they have a constant, you know, commercial reel rolling in their head of every day is on the boat and every day is on the golf course and every day is...

And it's just not the case.

So here's the first question to think about things a little bit differently.

Not saying that every day has to be planned in retirement, folks, but just simply ask yourself, picture yourself.

You're in retirement.

It's 1045 on a random Tuesday.

What are you doing with yourself?

Right? Yeah, it's a great question.

It's funny because we actually ask those kind of things because here's the thing, guys, you're used to getting up, doing the nine to five or whatever your hours were, you know, and your life was structured.

All right.

Well, now all of a sudden you're retired.

You're like, wow.

i got this time on my hands what am i doing right and so when people ask those generic questions can i retire or do i have enough or what all right it's like well what do you want to do in your retirement right let's enjoy your retirement right we have this retire happy framework that we that's a trademark process the key word in there is the happy part what's going to make you enjoy your retirement yeah right so let's think about the day so let's back into it well how much do you really need a month but what are you going to what do you need it for right right and so it's kind of fun though right think about it for a second okay i don't have to go to work what am i going to do right right what are the hobbies that you always wanted to do or maybe just go lay around for a minute or go learn something new that you didn't learn before you know now what are the things you had you wanted to do that you said, well, I don't have time for that.

Ideally.

But that's

going to help drive the conversation of what do you need

from a

finance standpoint.

Well, okay.

Great way to start that one.

So the first one is really about...

Retirement, a lot of times for people, is abstract, Sean, until they get there, right? It's either the big, you know, do I have enough and those big concerning sleep at night questions, or they have a constant, you know, commercial reel rolling in their head of every day is on the boat and every day is on the golf course and every day is...

And it's just not the case.

So here's the first question to think about things a little bit differently.

Not saying that every day has to be planned in retirement, folks, but just simply ask yourself, picture yourself.

You're in retirement.

It's 1045 on a random Tuesday.

What are you doing with yourself?

Right? Yeah, it's a great question.

It's funny because we actually ask those kind of things because here's the thing, guys, you're used to getting up, doing the nine to five or whatever your hours were, you know, and your life was structured.

All right.

Well, now all of a sudden you're retired.

You're like, wow.

i got this time on my hands what am i doing right and so when people ask those generic questions can i retire or do i have enough or what all right it's like well what do you want to do in your retirement right let's enjoy your retirement right we have this retire happy framework that we that's a trademark process the key word in there is the happy part what's going to make you enjoy your retirement yeah right so let's think about the day so let's back into it well how much do you really need a month but what are you going to what do you need it for right right and so it's kind of fun though right think about it for a second okay i don't have to go to work what am i going to do right right what are the hobbies that you always wanted to do or maybe just go lay around for a minute or go learn something new that you didn't learn before you know now what are the things you had you wanted to do that you said, well, I don't have time for that.

Ideally.

But that's

going to help drive the conversation of what do you need

from a

finance standpoint.

Well, okay.

Great way to start that one.