Plan Your Kaiser Retirement

Your 2025 Investment Plan

You know it's time to start saving and investing for retirement. But, where do you start? And what do you need to do so that you can retire comfortably as early as possible? Unless you do something different, you’re going to end up in 2025 exactly where you’re headed—again.

Is Dave Ramsey wrong about Social Security?

Dave jokingly calls it Social “In-Security,” but it’s the main income for most people. Is Social Security going away? Also, burnout can happen to us even when we’re doing our dream job. How do you re-ignite your love and become excited again after going through the motions? The 5-Part Financial Plan Checklist: http://leavenormalbehind.life/ [http://leavenormalbehind.life/] Check out Kimbra’s Substack article: https://kimbra.substack.com/p/to-no-applause [https://kimbra.substack.com/p/to-no-applause] Are you a Dave Ramsey listener with questions about investing? You might be ready to retire but don't know where to start. I specialize in helping people create a plan to spend more money, pay less taxes, and enjoy retirement on their terms. People worry most about whether they have enough money to retire and whether it'll last through their retirement. It doesn't have to be a problem you ignore because you can't find the answers. Instead, take my 10-minute assessment and book a 1-hour call where I'll show you what steps you need to take next. Check out the resources I created for you: https://bereketkelile.com/ [https://bereketkelile.com/]

What if the whole systems crashes?

When it seems like the system is about to collapse and the markets are going to crash, do you pull your money out? I walk through how I have those conversations with my clients and how we come up with a plan for what to do next--if it's nothing. You'll also hear my tips for taking on a big, hairy, audacious goal with confidence and consistent action. - Are you a Dave Ramsey listener with questions about investing? You might be ready to retire but don't know where to start. I specialize in helping people create a personalized game plan to spend more money, pay less taxes, and enjoy retirement on their terms. People worry most about whether they have enough money to retire and whether it'll last through their retirement. It doesn't have to be a problem you ignore because you can't find the answers. Instead, take my 10-minute assessment and book a 1-hour call where I'll show you what steps you need to take next. Check out the resources I created for you: https://daveramseyadvisor.com/ [https://daveramseyadvisor.com/]

Still chasing the “big number”

Most people want to retire comfortably, so I get why they focus on the “magic” retirement number they need to hit. But that approach is going to do you more harm than good. Fortunately, there’s a better way to plan: where the numbers serve YOU, not the other way around. You get lots of do-overs IN life, but no do-overs OF life. You worked too hard not to enjoy the retirement of your dreams. Are you a Dave Ramsey listener with questions about investing? You might be ready to retire but don't know where to start. I specialize in helping people create a personalized game plan to spend more money, pay less taxes, and enjoy retirement on their terms. People worry most about whether they have enough money to retire and whether it'll last through their retirement. It doesn't have to be a problem you ignore because you can't find the answers. Instead, take my 10-minute assessment and book a 1-hour call where I'll show you what steps you need to take next. Check out the resources I created for you: http://leavenormalbehind.life/ [http://leavenormalbehind.life/]

Retirement Fluency

We fear what we do not understand. According to new research, the more you know about retirement, the more confident you will be about your future plans. Learn more about this new concept called retirement fluency and how you can increase your fluency level.