Top Tips for Planning a Successful Retirement

Top Tips for Planning a Successful Retirement

Top Tips for Planning a Successful Retirement

Whether you already have one foot out the door, or you’re just starting your career, everyone should take the time to consider his or her retirement plan. It used to be that retirement was something you thought about when you turned 55, or maybe 45 at the earliest. However, these days, retirement is something that should be taken seriously right off the bat. That’s because if you really want your “golden years” to be golden, then you have to plan to make them that way. A happy retirement doesn’t happen by accident. It takes a well-thought-out and executed plan. So in that case, what should you be doing to plan for your happy retirement?

Determine Your Vision of Retirement

You must take the time to figure out what retirement means to you. In other words, how do you see your retirement and what do you want to get out of it. Do you want to sit by a pool every day relaxing, or do you want to spend all your free time traveling the world? Perhaps you just want to spend time with family. Whatever it is, you should determine how you plan to spend your time before you retire.

 

We hope you found this article about “Top Tips for Planning a Successful Retirement” helpful.  If you have questions or need expert tax or family office advice that’s refreshingly objective (we never sell investments), please contact us or visit our Family office page  or our website at www.GROCO.com.  Unfortunately, we no longer give advice to other tax professionals gratis.

To receive our free newsletter, contact us here.

Subscribe to our YouTube Channel for more updates.

Alan Olsen, CPA

Alan Olsen, is the Host of the American Dreams Show and the Managing Partner of GROCO.com.  GROCO is a premier family office and tax advisory firm located in the San Francisco Bay area serving clients all over the world.

Alan L. Olsen, CPA, Wikipedia Bio

 

 

GROCO.com is a proud sponsor of The American Dreams Show.

 

American-Dreams-Show-Accounting-firm-in-ca-cpa-tax-advisors-groco-alan-olsen

The American Dreams show was the brainchild of Alan Olsen, CPA, MBA. It was originally created to fill a specific need; often inexperienced entrepreneurs lacked basic information about raising capital and how to successfully start a business.

Alan sincerely wanted to respond to the many requests from aspiring entrepreneurs asking for the information and introductions they needed. But he had to find a way to help in which his venture capital clients and friends would not mind.

The American Dreams show became the solution, first as a radio show and now with YouTube videos as well. Always respectful of interview guest’s time, he’s able to give access to individuals information and inspiration previously inaccessible to the first-time entrepreneurs who need it most.

They can listen to venture capitalists and successful business people explain first-hand, how they got to where they are, how to start a company, how to overcome challenges, how they see the future evolving, opportunities, work-life balance and so much more..

American Dreams discusses many topics from some of the world’s most successful individuals about their secrets to life’s success. Topics from guest have included:

Creating purpose in life / Building a foundation for their life / Solving problems / Finding fulfillment through philanthropy and service / Becoming self-reliant / Enhancing effective leadership / Balancing family and work…

Untitled_Artwork copy 4

MyPaths.com (Also sponsored by GROCO) provides free access to content and world-class entrepreneurs, influencers and thought leaders’ personal success stories. To help you find your path in life to true, sustainable success & happiness.  It’s mission statement:

In an increasingly complex and difficult world, we hope to help you find your personal path in life and build a strong foundation by learning how others found success and happiness. True and sustainable success and happiness are different for each one of us but possible, often despite significant challenges.

Our mission at MyPaths.com is to provide resources and firsthand accounts of how others found their paths in life, so you can do the same.

Posted in
The Roots of the Family Business

The Roots of the Family Business

The Roots of the Family Business By Elizabeth Bowden-David As entrepreneurs, my husband and I take every opportunity to teach our children about the family business. They are still pretty young, so we stick to basic concepts such as product, customer, revenue, cost, and profit. Many of these discussions take place around the dinner table…

Taxable Investment Account

Taxable Investment Account

  Be Careful What You Put in Your Taxable Investment Account By Kent Livingston Mutual funds are a great option for anyone who wants to invest his or her money in the stock market but has limited time, money or knowledge. In short, mutual funds offer a simple way for just about anyone to play…

Tax Planning Strategies for the 3.8% Net Investment Income Tax

Tax Planning Strategies for the 3.8% Net Investment Income Tax

Tax Planning Strategies for the 3.8% Net Investment Income Tax Anyone who has any kind of investment income has probably wondered how tax laws will affect that income. Investment income can vary and the tax laws differ as well. As with many tax laws, how much investment income you actually make will play a big…

Startup Technology Is Not Enough to Start a Movement

Startup Technology Is Not Enough to Start a Movement

Startup Technology Is Not Enough to Start a Movement How many great ideas for a startup companies do you know of that never really got off the ground? Startups are a dime a dozen and the majority never become successful. Even some of the best ideas and coolest technologies fail to reach their full potential. These…