Game, Set, Match: Winning at Life by Serving Your Core Values in Retirement Planning

Feb 18, 2024 | Blog

Geoff Ivanac

We often fall into the trap of overestimating our short-term capabilities while underestimating our long-term potential. This misjudgment leads to the premature demise of many New Year’s resolutions. However, by leveraging key strategies rooted in your core values and scientific principles, you can set more meaningful goals, achieve them, and improve your self-esteem in the process.

Understanding Your Values: The First Step in Retirement Planning Services

As you approach significant life transitions, such as pre-retirement, it’s crucial to reflect on what truly matters to you. What drives you? What are your passions? For me, a pivotal moment came as I navigated the transition towards retirement. With my children becoming more independent and more time on my hands, I pondered over my next chapter and how to deepen my relationship with my wife.

Revisiting our shared love for tennis, a hobby that had brought us together but had been sidelined, I decided to reintroduce it into our lives. This decision wasn’t just about playing a sport; it was about reconnecting with my wife and aligning our activities with our core value of family. This shift towards a common goal significantly reduced obstacles and enriched our relationship, bringing us closer than ever.

Aligning Goals with Values for Effective Wealth Management

Behavioural science tells us that our ability to achieve goals is less about knowledge and more about motivation. When goals resonate with our values, our drive to achieve them skyrockets. For instance, prioritising health and family can transform lifestyle choices, leading to more meaningful and attainable objectives.

In my journey, the commitment to tennis with my wife became more than just exercise; it became a shared mission that strengthened our bond and expanded our social circle, introducing us to new friends and experiences beyond the usual family and work conversations.

Developing an Action Plan with Our Retirement Planning Services

Transitioning from asking “Why?” to “How?” is where the magic happens in setting actionable goals. In my case, “How will we reconnect through tennis?” led to regular matches, joining a local club, and integrating this activity into our lifestyle, paving the way for a more fulfilling chapter in our lives.

Measuring Progress and Staying Resilient

Tracking progress, whether through simple checkmarks or a more formal system, can be incredibly motivating. It’s about celebrating small victories and staying resilient through setbacks. Remember, every goal worth pursuing will have its challenges, but with perseverance and a positive outlook, overcoming them becomes part of the journey.

We’re Here to Help with Your Retirement Planning Services

As you write the next chapter of your life, consider how your financial plan can support your values and goals. Our retirement planning services are designed to start with a comprehensive “wealth check,” evaluating your well-being alongside your financial health.

Ready to Serve an Ace:

Are you ready to align your financial plan with your life’s values and goals? Download our eBook “What is a Real Life Financial Plan” to dive deeper into how our approach can transform your future. Additionally, complete our Wealth Check to gain clarity on your vision for the next chapter of your life. Let us help you turn your aspirations into reality with personalised retirement planning services.

General Advice Disclaimer Please note, the information provided herein is general in nature and does not consider your personal circumstances. It is not intended as legal, tax, or personal advice. Always seek personalised financial advice to ensure your estate planning aligns with your unique situation and goals