These 5 Questions Reveal A Lot About Your Financial Plan

Want to learn more about financial planning? Please subscribe to our channel and you won't miss a video ➟ https://bit.ly/33RO6mV Book an appointment with Phil to get your customized planning process started ➟ https://www.afswealthmgt.com/schedule... Talking about money can be hard for some people, and sometimes it just takes the right question to get things rolling. Phil walks through five questions that have very little to do with dollars on the surface but can reveal a lot about what someone actually wants from retirement. Sometimes the best way into a financial conversation is to start somewhere else entirely. Here’s some of what we discuss in this episode: 🕙 Picture Retirement: What does 10:45 on a Tuesday look like? 🎯 Retire To Something: Give retirement a sense of purpose ❤️ Find Your Passion: What would you do without the paycheck? 🔄 Past Regrets: What would you change if you could? 🪣 Bucket List: Identify what you still want to do 🧭 Build Around Life: Let the financial plan support the lifestyle 0:00 – Intro 1:30 – Picture Yourself Retired 4:47 – Financial Genie Exercise 7:31 – What Are You Passionate About? 10:41 – Regrets & Financial Planning 13:07 – Bucket List Priorities 14:52 – Reach out to Phil #retirement #retirementlifestyle #passion #retired #retirementplanning Want to learn more about financial planning? Please subscribe to our channel and you won't miss a video ➟ https://bit.ly/33RO6mV _______________________________ RESOURCES Website: https://philstaxhacks.com Phone: 248.888.7530 Email: pputney@afswealthmgt.com Get your copy of The Tax-Smart Retiree: https://www.thetaxsmartretireebook.co... CONNECT 🤝 Facebook:   / afsfinancialgrp   Twitter:   / philputney   LinkedIn:   / about