Overview

Your guide to personalized, purposeful retirement planning Preparing for retirement is so much more than just organizing your finances. With this unique workbook, you'll get in touch with your values and priorities so you can truly enjoy the freedom of retirement. Delve into your financial situation, interests, and personal goals, and take a look at how those may grow and change with you. With the practical retirement planning tools inside, you'll be able to retire in a way that gives you meaning and satisfaction. Know where you are--Take stock of your finances and dream big for the future with help from self-inventory exercises focused around your savings, schedule, hobbies, and more. Identify your values--Figure out what makes you feel fulfilled, and put that knowledge into action with retirement planning that takes into account the different paths you might take. Live your best life--Learn what gives you a sense of peace and belonging with the help of targeted quizzes, and create a detailed schedule to understand your day-to-day. Start making your retirement goals and dreams reality with this retirement planning guide.

Full Product Details

9781648766114

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Reviews

Retirement Planning with Purpose combines inspirational stories with lots of handy resources to help readers reimagine the next stage of their lives. Tricia Snow offers great advice on wide-ranging topics of interest to anyone planning for retirement-- everything from downsizing to spirituality. --David Jarmul, author of Not Exactly Retired: A Life-Changing Journey on the Road and in the Peace Corps Tricia has delivered a commonsense approach to planning your retirement with a simple framework to help guide single or married individuals to really enjoy a purpose-filled retirement. I enjoyed reviewing her material and am going to incorporate this sound advice into my own personal plans and recommend this to my clients to read before having a conversation with me or any other banker or financial planner. --Mark Foster, VP of People's Republic Bank How many of us boomers retire focusing only on fun? But once we get past the honeymoon phase of retirement, ask ourselves, do I really want to garden and read books all day? This useful book provides questions, exercises, and tools to help prioritize personal goals and find meaningful purpose during these precious years. --Julie A. Gorges, author and blogger There are so many factors involved in one's decision to retire. Tricia does an amazing job outlining what someone should be considering and evaluating when making this decision. The worksheets in this book are priceless. --Heather Jandrue, founder of Life at my Own Pace

Retiring with Purpose combines inspirational stories with lots of handy resources to help readers reimagine the next stage of their lives. Tricia Snow offers great advice on wide-ranging topics of interest to anyone planning for retirement-- everything from downsizing to spirituality. --David Jarmul, author of Not Exactly Retired: A Life-Changing Journey on the Road and in the Peace Corps

Retirement Planning with Purpose combines inspirational stories with lots of handy resources to help readers reimagine the next stage of their lives. Tricia Snow offers great advice on wide-ranging topics of interest to anyone planning for retirement-- everything from downsizing to spirituality. --David Jarmul, author of Not Exactly Retired: A Life-Changing Journey on the Road and in the Peace Corps How many of us boomers retire focusing only on fun? But once we get past the honeymoon phase of retirement, ask ourselves, do I really want to garden and read books all day? This useful book provides questions, exercises, and tools to help prioritize personal goals and find meaningful purpose during these precious years. --Julie A. Gorges, author and blogger There are so many factors involved in one's decision to retire. Tricia does an amazing job outlining what someone should be considering and evaluating when making this decision. The worksheets in this book are priceless. --Heather Jandrue, founder of Life at my Own Pace Tricia has delivered a commonsense approach to planning your retirement with a simple framework to help guide single or married individuals to really enjoy a purpose-filled retirement. I enjoyed reviewing her material and am going to incorporate this sound advice into my own personal plans and recommend this to my clients to read before having a conversation with me or any other banker or financial planner. --Mark Foster, VP of People's Republic Bank

Retirement Planning with Purpose combines inspirational stories with lots of handy resources to help readers reimagine the next stage of their lives. Tricia Snow offers great advice on wide-ranging topics of interest to anyone planning for retirement-- everything from downsizing to spirituality. --David Jarmul, author of Not Exactly Retired: A Life-Changing Journey on the Road and in the Peace Corps Tricia has delivered a commonsense approach to planning your retirement with a simple framework to help guide single or married individuals to really enjoy a purpose-filled retirement. I enjoyed reviewing her material and am going to incorporate this sound advice into my own personal plans and recommend this to my clients to read before having a conversation with me or any other banker or financial planner. --Mark Foster, VP of People's Republic Bank How many of us boomers retire focusing only on fun? But once we get past the honeymoon phase of retirement, ask ourselves, do I really want to garden and read books all day? This useful book provides questions, exercises, and tools to help prioritize personal goals and find meaningful purpose during these precious years. --Julie A. Gorges, author and blogger

Author Information

TRICIA SNOW worked in the financial services and banking industry for more than 20 years. She retired early so she could travel with her husband, Jack, and their dog, Bo. Tricia runs a popular lifestyle blog for people over 50, Born to be Boomers, which focuses on retirement, travel, health, and wellness.

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