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    Plan On It: Break Free of the Traditional Retirement Mindset
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    Plan On It: Break Free of the Traditional Retirement Mindset

    By Jeremy Overton

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    You can’t plan for the specific issues you’ll face during your retirement unless you know what you’re up against, and the Eight Distinct Retirement Profiles™ will provide you with the basic knowledge you’ll need to clearly communicate your goals to your Financial Planner and the rest of your team.

    Plan On It will give you a look at the lives of people who have not only quit working, but gone on to enjoy increasing levels of retirement success.

    You’ll be better equipped to define progress, discuss the obstacles that you face beyond just investment returns and have more meaningful conversations with your peers and your Financial Planner. Without a clear picture of what you want, it’s hard to get your team to understand your intentions well enough to implement a plan.

    Plan On It is about gaining perspective about the kind of lifestyle you would like to live in retirement and turning that perspective into a renewed sense of value and purpose. It’s not like any retirement book you’ve ever read.
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