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Advisors of Horizon are Registered Representatives of Cetera Advisors LLC, a broker/dealer and Registered Investment Adviser.

  1. All Episodes
  2. The 2020 Holiday Special

Dec 18, 2020

In this episode of Inside the Plan with the 401(k) Brothers, Bill Bush and Andy Bush, advisors at Horizon Financial Group, talk about traditions of the holiday season at the end of the year, the importance of making a retirement wish list, changes that happen during retirement, and planning for the future.

 

Episode Highlights:

 

  • 01:17 – What do Bill Bush and Andy Bush think about when the holiday eason arrives?
  • 04:24 – What if you had a retirement wish book?
  • 05:52 – How will you engage your time during retirement?
  • 06:49 – Relationships and the people in your life take on more important and priority during retirement. 
  • 08:00 – Think about your life 5-10 years ago and look at what has happened that you planned for and didn’t plan for.
  • 10:25 – Retirement planning is a balancing act between the present and the future.
  • 11:15 – Bill Bush talks about periodically view his savings progress.
  • 13:06 – What things are on Bill and Andy’s Christmas wish lists?

 

3 Key Points:

 

  1. Plan a retirement wish list of accomplishments and experiences you would like to have.
  2. Once you get to retirement, you want to be able to keep yourself busy.
  3. Most regrets of older people after retirement are in reference to relationships in their lives.

 

Tweetable Quotes:

  • “There is something about this bucket list that is starting to pop up for me, the wishlist if you will, of what do I want to accomplish?” – Andy Bush
  • “You don’t retire into retirement. You are retiring from something. But you are retiring towards a purpose.” – Andy Bush
  • “Look at all of the things that we have accumulated that we really aren’t using.” – Andy Bush

 

 

Resources Mentioned: