Wealth Matters: Retirement <=> Independently Wealthy

Oh to be independently wealthy… wouldn’t it be nice!

But what exactly does that mean? Is it yachts and limos, fine dining and massages? Maybe, if that’s what your life looks like.

By my reckoning, it simply means being able to fund your life and pursuits without working to receive an outside paycheck. Your income from savings, investments, pensions, social security and other sources is enough to cover the way you actually want to live.

Sounds kind of like retirement, doesn’t it?

So, once you’ve reached the point where you are able to live the life you want without a 9-to-5, congratulations—you are independently wealthy!

The thing I see all too often is people who have already accumulated enough wealth but continue to work, not because they love what they do, but simply because they don’t know what to do next. Which is completely understandable. You work your whole life to make sure you can provide for yourself and your family. The next step has always been clear: a promotion, a new firm, or a new skill set. When it comes to retirement, stopping that momentum feels a bit like walking into free space and expecting the ground to meet your feet… yelp!

That’s where building a comprehensive financial plan comes into play—to provide you with the ground beneath your feet.

We look at the whole picture to give you clarity. Clarity that you have enough. Clarity that you can cover your health expenses. Clarity that you can travel the way you want, or help your family. And most importantly, clarity that you won’t outlast your money.

You may be independently wealthy right now and not even realize it. And even if you absolutely love your work and have zero plans to retire, wouldn’t it be nice to know you could? 

If you’re wondering where you stand, that’s exactly what a good retirement plan should answer.

After all, becoming independently wealthy - and living the life you’ve earned - is why your wealth matters.