Ah, I love a good, holistic approach to financial planning. The funny thing is, whether they retire at 40, 60, or 70, it's hard to envision how you're going to spend your days. Even "travel" is a super-broad answer that could encompass everything from simply flying to visit family whenever she wants to cruising 45 weeks a year. That sounds like a really fun conversation :)
Ah, I love a good, holistic approach to financial planning. The funny thing is, whether they retire at 40, 60, or 70, it's hard to envision how you're going to spend your days. Even "travel" is a super-broad answer that could encompass everything from simply flying to visit family whenever she wants to cruising 45 weeks a year. That sounds like a really fun conversation :)
Thanks Katie! Yess conversation was super impactful on both ends. I enjoy doing this work for sure.