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Surfing Your Way To Retirement

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1. Surfing Your Way to Retirement 2. Let’s be real… … It’s not just retirement, it’s the rest of your life!! 3. Why So Serious? <ul><li>Surfing Your…
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  • 1. Surfing Your Way to Retirement
  • 2. Let’s be real… … It’s not just retirement, it’s the rest of your life!!
  • 3. Why So Serious? <ul><li>Surfing Your Way to Retirement allows you to take a light-hearted approach to a serious subject – will you have enough money to last throughout your lifetime? </li></ul><ul><li>It’s quick and easy </li></ul><ul><li>You get an extensive report that details important information about your assets </li></ul>
  • 4. Your Report <ul><li>Net Worth Statement </li></ul><ul><li>Year by Year Analysis of: </li></ul><ul><ul><li>Cash Flow </li></ul></ul><ul><ul><li>Savings </li></ul></ul><ul><ul><li>Investments </li></ul></ul><ul><ul><li>Tax-Deferred Accounts </li></ul></ul><ul><li>Probability of Your Money Lasting Throughout Retirement </li></ul>
  • 5. <ul><li>What are you waiting for? </li></ul><ul><li>Grab someone you want to spend the rest of your life with and let’s go! </li></ul><ul><li>Surf’s Up, Dude! </li></ul>
  • 6. Who are You? <ul><li>Saver? </li></ul><ul><li>Spender? </li></ul><ul><li>Procrastinator? </li></ul><ul><li>Stock Option Dependent? </li></ul><ul><li>Under-diversified? </li></ul><ul><li>Asleep at the Wheel? </li></ul><ul><li>An Ostrich? </li></ul><ul><li>Brilliant? </li></ul>
  • 7. It Doesn’t Matter <ul><li>When was the last time you determined what would last longer – you or your money? </li></ul><ul><li>Have you ever completed the exercise? </li></ul><ul><li>Has your spending changed? </li></ul><ul><li>Has your savings changed? </li></ul><ul><li>Has what you expected “Life 2.0” to look like changed? </li></ul><ul><li>You need to know where you stand! </li></ul>
  • 8. Surf’s Up! <ul><li>Grab Your Financial Information </li></ul><ul><ul><li>Insurance </li></ul></ul><ul><ul><li>Most recent statements of ALL asset accounts (401(k), IRA, Roth) </li></ul></ul><ul><ul><li>Stock and Bond Information </li></ul></ul><ul><ul><li>Spending Information </li></ul></ul><ul><ul><li>Social Security Statement if you have it </li></ul></ul><ul><ul><li>Pension Information </li></ul></ul><ul><ul><li>Real Estate Information </li></ul></ul>
  • 9. When You are Done… <ul><li>We won’t leave you hanging, dude! </li></ul><ul><li>Report tells you: </li></ul><ul><ul><li>Where you stand </li></ul></ul><ul><ul><li>Where you need to be </li></ul></ul><ul><ul><li>Suggestions on how to close the gap if there is one </li></ul></ul><ul><li>Use the “What If” tool too! </li></ul><ul><li>Mark your calendar to do it again in six months </li></ul>
  • 10. What are You Waiting For?
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