“Why I don’t DIY my own retirement planning”


Retirement to me means these three things all at once:
  • no longer having to work for a living
  • being the boss of my daily schedule 100%
  • doing what I want to and not what I have to
One of my main retirement goals is to stay in different cities every three months in a year. As a resident, not a tourist. I want to live simply like the locals and immerse myself in their culture and lifestyles. These goals drive me to plan my financial fitness and also motivate me to be mindful about keeping physically healthy to enjoy these experiences. My retirement goals are on track, but the roadmap is not something I am developing on my own. As a veteran Financial Consultant, I’ve helped many clients with their retirement planning and I understand the pitfalls of being human. That is why for my own retirement roadmap, I engaged another trusted qualified financial planner. Let me explain why I choose to do so.

When we plan ahead, we are making important decisions. There will be blind spots we don’t see, and tough questions we might ignore, avoid or sit on because they are hard, messy or complicated. These little things can delay or even derail our most passionate vision of the future we want. An experienced financial consultant makes the process and the resulting plans more futureproof.

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