Conversation Starters: Questions Worth Asking About Your Financial Future
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Conversation Starters: Questions Worth Asking About Your Financial Future
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Talking about money can be hard for some people, and sometimes it just takes the right question to get things rolling. Here are a few that Shawn thinks are worth asking. None of these questions are really about money. That's kind of the point. Sometimes the easiest way into a financial conversation is to start somewhere else entirely.
Here’s some of what we discuss in this episode:
🕙 Tuesday Morning: Imagining what a normal day in retirement actually looks like
🧞 Financial Genie: Identifying the three biggest problems you’d want solved
❤️ Retirement Passion: Thinking about what you want to pursue when work is no longer the focus
🧠 Financial Personality: Learning from past money decisions and what shaped them
🪣 Bucket List: Prioritizing goals based on when you’ll realistically want to do them
🏃 Retirement Phases: Matching more active goals to the earlier years of retirement
🧩 Life First: Building the financial strategy around the life you actually want
Website: https://retirewisepro.com/
Phone: (404) 692-1233
Contact our team: https://retirewisepro.com/contact/
Retirement Toolkit: https://bit.ly/4dqNS5M
The Priority of Retirement Book: https://bit.ly/4eNrKFg
Attend a Live Learning Event: https://bit.ly/4dlHeOb
Complementary guides here: https://bit.ly/4dIC2oV
Shawn’s Kiplinger Features: https://bit.ly/4d9rMGe
YouTube: https://bit.ly/4tFxIfd
Disclosure: https://bit.ly/4x9Aoo4
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