What is The Financial Shift? It’s the the most important moment of your financial life—when you honestly answer the question:
As you sit here today, looking out at the balance of your life—are you highly confident that your income will always be enough to sustain your lifestyle? Are you at all concerned that at some point in the future, during the next phase of your life, after the shift, you might actually start to run out of money?
Many of us are at a point in our lives where we shift from striving to arriving. It’s the choice we make to move toward a life that gathers up the pieces of our best, most fulfilled self. It’s the time when we start living a life rich with meaning and seriously look towards retirement, doing something meaningful and leaving a legacy.
And then the stock market crashes; the values of our homes go down and stay there; our jobs are much less secure; and the values of our 401(k)s, IRAs and other savings accounts are far below their highs of just a few years ago! And worst of all - interest rates for safe bank deposits, money market funds and treasury bills are 1% or less!
Most of us are just not sure anymore whether our retirement income will be enough so we can live in dignity and peace as we shift to the next phase of our lives.
Are you ready to make the financial shift that changes everything?
BERK