In this chapter, you'll gain valuable insights from Shawn regarding the fundamentals of retirement planning, from setting non-financial goals to practical financial strategies for a secure and fulfilling future. So sit back, relax, and join us as we uncover the secrets to a happy and prosperous retirement with Shawn, your guide to financial wisdom.

Shawn answers:

• What pivotal moments or realizations led you to transition from a successful corporate career to starting your own financial planning company, Retire Wise, LLC?
• You emphasize the importance of setting clear goals for retirement beyond just financial planning. How can individuals effectively identify and prioritize their relationship, health, and core pursuit goals to ensure a fulfilling retirement?
• You discuss the Treasure Target as a tool for understanding financial responsibilities and funding retirement goals. Could you elaborate on how individuals can use this tool to allocate their resources effectively and achieve their retirement dreams?
• In discussing the start of retirement planning, you mention the importance of setting aside cash for short-term needs in the liquidity bucket. Could you provide some practical tips or strategies for individuals to determine their short-term expenses and ensure they have enough saved to meet them during retirement transition?

"It's never too early to ask someone to dream." — Shawn Maloney

Get a free copy of Shawn’s book “The Priority of Retirement” here- https://www.retirewisepro.com/the-priority-of-retirement

Contact Shawn:

Website- https://www.retirewisepro.com/

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