Episode 79: These 5 Questions Reveal A Lot About Your Financial Plan

Some of the most important retirement questions have very little to do with money. What will an ordinary Tuesday look like? What worries would you erase if you could? What would you do if money were no longer a concern?

In this episode, Ryan walks through five questions designed to uncover purpose, priorities, regrets, and bucket-list goals so the financial plan can be built around the life someone actually wants to live.

Here’s some of what we discuss in this episode:

- Picture the Day: Define what daily retirement life looks like

- Name the Worries: Identify the problems you most want solved

- Find the Passion: What would you do if money were irrelevant?

- Learn From the Past: Use old pain points to build better guardrails

- Put Dates on Dreams: “Someday” goals need a timeline

Go Inside the Episode: 

0:00 – Intro

0:53 – Question 1

1:55 – Question 2

3:06 – Question 3

4:27 – Question 4

5:51 – Question 5

7:13 – How this helps planning