Think about the many things you get from work?
Let’s make a list. Write them down on the left side of a piece of paper.
What do you get? Do you get more than a paycheck?
My guess is that you do. So, keep writing….and let's focus on the good things, because we all get headaches now and again.
Here is my list of what I get from working:
- Money
- Benefits
- To-do list
- Satisfaction
- Accomplishment
- Friends
- Social network
- Growth
- Continual learning
- Opportunity
There’s more, but you get the point. Does your list look like mine?
Now let’s make another list.
What do you want in retirement (there’s that word again), or
What do you want out of life when you stop working for money and begin your next big chapter?
Have you ever thought about it? What are the things you want or need to have in your life when your 9 to 5 job goes away?
Here is my list of what I want when I stop working:
- Income
- Health insurance
- To create my own to-do list
- To be interactive and social with others
- To be engaged in my community
- To still be involved in a meaningful way in doing something
- Opportunity to help others
- Feeling of still being needed
- To grow
- To contribute
- Grandkids
- Friends to hang out with
I am sure I could write more. Do you have yours completed?
Let’s compare the two…. Notice any similarities?
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Alex Bishop, CRPC®, MS, is a Private Wealth Advisor and Franchise Owner with Bishop Financial Partners, a private wealth advisory practice of Ameriprise Financial Services, LLC in Huntersville, NC. He specializes in fee-based financial planning and asset management strategies and has been in practice for 22 years. To contact him, www.ameripriseadvisors.com/alex.h.bishop, 704.896.9985.
The views expressed here reflect the views of Alex Bishop as of March 7, 2023.These views may change as market or other conditions change. Actual investments or investment decisions made by Ameriprise Financial and its affiliates, whether for its own account or on behalf of clients, will not necessarily reflect the views expressed. This information is not intended to provide investment advice and does not account for individual investor circumstances.
Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.
Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.
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