Month: October 2020

Episode 16 – How to Retire Well — Part 2

Episode 16 – How to Retire Well — Part 2

It’s no secret that when it comes to preparing for retirement, one major question pre-retirees are asking is, “Will I have enough to retire?”

In part two of his miniseries on retiring well, Kris Dureau reveals how you can find out the answer to this question. He highlights three financial areas to consider when assessing your retirement-related finances, assets, and benefits so that you can achieve the retirement lifestyle you’ve always desired.

In this episode, you will learn:

  • The difference between discretionary and non-discretionary expenses
  • How to plan for your retirement cash flow
  • Why you should create a debt inventory — and how to do it
  • How creating three financial buckets can help your portfolio in retirement 
  • And more!

Tune in now to discover actionable tips for preparing your finances to retire well!

Resources:  How to Retire Well – Part 1 | Cash flow Spreadsheet | Retirement Shift Worksheet

Connect with Kris Dureau:

Episode 15 – How to Retire Well – Part 1

Episode 15 – How to Retire Well – Part 1

When you retire, what will you retire to? How do you envision your retirement? 

To help you create a smooth transition into life’s next chapter, join Kris Dureau for this new two-part mini-series on what it takes to retire well. In part one, Kris examines the mental side of retirement and breaks down five unique qualitative exercises that are designed to help retirees understand what retirement means to them.

In this episode, you will learn:

  • How the retirement landscape is changing
  • Three Hats Financial’s five stages of retirement coaching 
  • How clients have benefited from Three Hats’ retirement planning techniques 
  • How the My Retirement Worksheet can help you adjust to retirement 
  • And more!

Tune in now to discover key ways you can transition into your retirement so that you can live, and retire, well!

Resources:   Epic Retirement Clip 

Connect with Kris Dureau: