Part 1 / The Key to Retirement Happiness
1. Handyman (James Taylor)
Updating the image of retirement and introducing ‘re-tire’ with a dash.
2. Do You Want to Know a Secret? (The Beatles)
Money alone will not guarantee retirement happiness. The secret lies in how you will be spending your time.
3. Ticket To Ride (The Beatles)
Overview of Life Goal Planning.
Part 2 / Apply Life Goal Planning to other Lifestyle Issues
4. A Hard Day’s Night (The Beatles)
Working in Retirement. It’s not just about money.
5. (Money) Can’t Buy Me Love (The Beatles)
Life Goal and financial planning complement and work in parallel with changes in one influencing changes in the other.
6. Did You Ever Have To Make Up Your Mind? (The Lovin’ Spoonful)
The decision to retire involves more than money.
7. When I’m Sixty-Four (The Beatles)
There is a commonly held but false connection between aging and retirement. This chapter includes a strong argument to redress this potentially self-fulfilling prophecy.
8. With A Little Help From My Friends (The Beatles)
Social and spousal relationship in the transition to retirement plus single in retirement
9. Our House (Graham Nash)
This is not just a real estate issue, but a concern with replacing satisfactions lost from work in the context of the housing decision.
Part 3 / Self-Help Life Goal Planning Workshop
Incorporate with Financial Plan