Caleb and Riley are talking about 3 things that you can do to craft your perfect retirement lifestyle. This episode goes beyond investing here. We are not talking about what we invest in, the tax planning or any trading or tax strategies. Instead we lay out three things you can do yourself, in three areas of your life to have the biggest impact in preparing for retirement. Turn on the TV if you want to be entertained by what’s happening in the markets (largely uncontrollable), but listen to this episode if you want some real actionable steps that you can take that can make a difference in how you arrive at your retirement destination.

Learn more about:

  • The often-overlooked aspect of retirement uncovered by the 85 year old Harvard study on Happiness
  • How to create a robust retirement budget and the benefits of testing that budget now
  • Being more confident to retire by simulating your retirement income before leaving the workforce to gain clarity about your financial situation.

Resources:

Hosted by Caleb Miller and Riley Anderson of InvestorDNA

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