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The Planner's Playbook

VOLUME 1, EDITION 4 | JUNE 2023

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Living A Great Life

JUSTIN_HEARTY_SHORT Justin Hearty | Articles

Read Time: 2:30 min

Living a great life differs from person to person. This month’s edition will focus on the continuation of Your Money Journey and general guidelines around maximizing the value of your life.

Your Money Journey: Part 2

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In this continuation from last month’s article, we will now cover miles 4 through the Summit within Your Money Journey. This grouping focuses on maximizing your assets leading up to your retirement. The final stages are as follows:

  • Mile 4 – Save Tax Preferred
  • Mile 5 – Max Retirement Contributions
  • Mile 6 – Accumulate Assets
  • Mile 7 – Pay Off Low Interest Debt
  • Summit – Begin Distributions

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The Importance Of Living A Great Life

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Being on track for retirement can lead to a sense of fulfillment, but ensuring you are living a great life is equally important. Below are the two main areas we will discuss in this article:

  • Before Retirement: Living a “rich” life
  • During Retirement: Building habits to maintain a happy and fulfilling retirement

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About Strategic

Founded in 1979, Strategic is a leading investment and wealth management firm managing and advising on client assets of over $1.8 billion.

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