Imagine preparing for the perfect retirement: what does that retirement readiness process look like to you? How will your retirement savings grow? How will your work-life adjust? How will your hobbies and interests change in relation to your work? How will your relationships and social network with friends and family grow? And how will your health improve and adapt as you age?
Now imagine the good life in retirement: what are you doing with your time? Who are you spending your time with? What do you need to feel financially secure? What is the ideal lifestyle you want to lead? Imagine you have more time, more money and fewer hassles in life regarding your health, your wealth and your happiness.
How can you move from where you are today, to your idea of the perfect retirement? Part of that answer—but certainly not all—deals with how you handle your money, and specifically your retirement savings. And that’s the specific focus of this short presentation. How did your portfolio hold up during the 2000s?