In this webinar, John McNertney, CFP®, and Mark Moberg, CFP® with Green Ocean Global Advisors, LLC reviewed how understanding your personal “retirement number” – the amount of money you need to retire with confidence – can simplify your planning and empower better decision-making throughout your financial journey.
Some of the relevant issues that were addressed include:
- Understanding your “Retirement Number” – A look at how calculating your number provides clarity, direction, and peace of mind as you plan for the future.
- The importance of a “Retirement Number” – Knowing your number gives context to your savings goals, investment strategy, and lifestyle expectations, helping align your finances with your retirement vision.
- Real client insights – In the past year, many clients have approached us unsure if they’re “on track.” In one recent case, a couple was shocked to learn they were closer to their number than expected – this led to a major mindset shift and renewed confidence in their plan.
- What’s included in my number? – This common question will be answered with a breakdown of costs, income sources, and key assumptions to consider when running your numbers.
- Planning across life stages – Whether you’re ten years out or two years away from retirement, understanding your number can guide smart, timely financial decisions.
We hope you enjoy!
