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These are very real, very normal concerns for any almost-retiree to have. As you get closer to the next phase of your life, it can be difficult to know if you've truly set yourself up to enjoy your later years to the fullest. But you're not alone in this. Susan O'Brien, Calgary's financial planner, is here to help, with a new quiz that will tell you if you've got the funds to carry you through retirement.
Author of A New Way Forward for Wealth Management: Net Worth Thinking, Susan O'Brien believes that every person's financial needs are unique and financial advisors need to treat them that way. By using a net worth thinking lens — and working backwards from your end financial goals — Susan O'Brien's retirement planning quiz will give you the financial clarity you need to build the lifestyle you want for your golden years.
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When you plan for retirement, you'll gain peace of mind knowing exactly where you are and what you can achieve with your money. You'll be able to take full advantage of tax savings opportunities and even pass on generational wealth to your grandchildren. By looking at your whole financial picture, Susan O'Brien can help you create the retirement you've always imagined.
The reality is that retirement financial planning (https://www.networththinking.com/) doesn't happen overnight. In fact, it's easy to forget about retirement until it's too late. It always feels like a long way off — until suddenly, it's not. As with all things finance, when it comes to retirement planning, it's best to plan ahead to set yourself up for long-term financial stability.
If you're wondering if you'll be able to remain financially stable when you retire, take the retirement planning quiz now. Your future self will thank you.
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ABOUT SUSAN O'BRIEN
Susan O'Brien is a Calgary financial advisor (https://www.networththinking.com/) at the award-winning Susan O'Brien Group. She's also the founder of the Net Worth Thinking Lens for High-Income Earners. At her nationally recognized advisory firm, Susan provides clients with an innovative, collaborative approach to wealth management. As an entrepreneur and mother of four children, she has a passion for helping people not only build their own net worth, but also ensure their wealth passes on to future generations. How? She believes in making your retirement vision a reality by viewing your finances through the four net worth thinking lenses: focus, function, family and freedom.
Net Worth Thinking
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