Wealth Series Part Three: Planning for Retirement

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Part Three: Planning For Retirement


Congratulations, you've made it to Part Three of the Wealth Series! I hope that you took the time to listen and complete the workbook in Part Two. Are you feeling a sense of freedom by simply knowing where you are financially right now? In this next lesson, we're going to take the steps to figure out your financial goals for retirement, so you know where you’re headed and if you’re on track to reach that goal.


- Ben Kinney




Part Three Preparation


Having completed the following will help you move through Part Three exercises with ease:

☑️ Fill out your net worth tracker spreadsheet.         ☑️ Update your required and optional expenses worksheet.



Part Three is all about planning for your retirement to ensure you live comfortably in your golden years. Get the tools and steps to know exactly how much you need to retire, as well as some ideas on how you can make that amount of money and reduce expenses if you aren’t on track quite yet.


Listen On: 

Apple Podcasts



Google Podcasts





Part Three Resources 


☑️ Complete Part Three workbook




☑️ Calculate the amount you’ll need to save in order to retire comfortably





Part Three Giveaway Question

☑️ Use the 4% rule - if you need $60,000 a year when you retire, what is the total amount you would need in your retirement investment account?



Part Three: Facebook Group Check-in


Go to the Win Make Give facebook group and comment on Chad Hyams' pinned post for the day. What did you learn from the 4% rule exercise? What surprised you the most?




Have you shared this gift with anyone?

The Win Make Give Wealth Series is geared toward helping people in any industry at any income level, and it’s a great gift to share with everyone in your life. Here’s the link to share:





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