Today’s Objective…

Financial planning is more than math and logic. There are times when it’s important to consider your emotions. Dan helps us tap into that financial feeling.

(Click the featured times below to jump forward in the episode)

First Things First.

Tactical Points:

Consider How You’re Feeling.

  • [9:30] – Financial planning certainly comes with a set of rules and focuses on precision in retirement planning. However, it’s also an art, and as an artist, you must be in tune with your emotions. 

How Is Retirement An Emotional Process?

  • [10:44] – Consider paying off a house. Analytically speaking, it could make more sense to keep your money invested rather than using it to pay off your house. However, the peace of mind that accompanies paying off a house is important to consider. At this point, you must consider the balance between reason and your emotions. 

The Nitty Gritty Of Investing.

  • [13:03] – As you pick your investing strategy, consider whether you’re a visionary or a details-oriented person. Some folks want to know what’s happening with every detail of the planning process. Others don’t want to think about it. As you sit down with your advisor, let those feelings factor into how you will approach retirement planning. 

Consider The Wall Street Roller Coaster.

  • [16:06] – Consider your feelings as you account for the risk in your portfolio. If market volatility leaves you feeling sick to your stomach, you probably need to dial back the risk in your portfolio. 

The Plan:

Free Retirement Toolkit:

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Extra Planning:

The host: Dan Betzel – ContactRetirement Trailblazer Guide – Retirement Rescue Toolkit – Call: 614-472-4510