PART 1 OF 3: How To Build Up Your Money Status To Create The Retirement Of Your Dreams

Hi! I'm Jason Bergquist, the owner and founder of RetirementOfYourDreams.com.

Today, I want to share with you Part 1 of 3 about how to build up your Money Status to create the Retirement Of Your Dreams.

This series will empower you to determine your Money Status!

Specifically, I'll cover ...

... what do I mean by your Money Status ...

... and why it’s crucial for you in creating the Retirement Of Your Dreams?

1. Your Money Status 

2. Why Money Status Is Crucial To Achieving Your Retirement Goals 

3. How To Dial In Your Money Status Using the Retirement Of Your Dreams™ Assessment

Let me introduce myself if we still need to meet. I'm Jason Bergquist!

I got into this business to help people create the Retirement Of Their dreams.

I've been doing this for over 20 years through the ups and downs of the markets.

My whole goal is to help educate people. Help them understand how to set up the retirement of their dreams and bring hope back into their lives.

I realized this was my calling in 2010 when I was going through a divorce. At that time, I was financially low, and I realized that I wasn't practicing what I preached.

So, I committed to practicing what I preached and became an Independent Financial Professional and a Certified Financial Fiduciary.

Now, I have a team of experts helping me figure out all of the best options that are out there to empower you to create the Retirement Of Your Dreams.

Again, I’m going to cover Part 1 Of 3: How To Build Up Your Money Status To Create The Retirement Of Your Dreams:

1. Your Money Status
2. Why Money Status Is Crucial To Achieving Your Retirement Goals
3. How To Dial In Your Money Status Using the Retirement Of Your Dreams™ Assessment

So, let’s start with …

Money status is figuring out where you’re currently in your finances and getting detailed.

For example, when we first sat down with one of my clients, Pam, we had to understand her financial situation.

Most people say, “Oh, I think I have this. I think I have that. I've got this in here. I've got some Life Insurance. There's some money in my 401k.”

When we determine your Money Status, it’s scary. It’s the Come to Jesus meeting because we’ll get to the bottom of your financial situation.

What have you put aside?

What have you been contributing to?

Where is it at?

How is it doing?

How much do you have?

What coverage do you have?

Most of the time, people have only a general idea of what investments they have and are making, so it takes some digging to get the facts.

This process is crucial to your retirement success. I’d go as far as to say that without determining your Money Status, the likelihood of you creating the Retirement Of Your Dreams is extremely low!

Unless you’re good at saving and putting away extra money.

You don’t want to be an ostrich.

They put their head in the sand, hoping it’ll work out rather than doing something about the situation. 

Let’s make sure there's a plan that’ll work out for YOU in the future.

Money Status is like our junk drawer at home. You know the one. It’s the drawer you throw all sorts of stuff in!

There's important stuff in that junk drawer too. We have lots of stuff in there that we need and probably need to get to.

And it's the same way with our financials.

I hear it from all of my clients. Whatever form that financial piece of paper comes in, maybe it’s the mail. Sometimes, you open it, but most of the time, you never open it and look at it.

Just put it in the drawer, or file it away!

Sometimes you do open it and then file it. But people rarely tell me, “I always look at those and see what's happening!”

And then the next step, once we’ve organized what’s there, is to take each of those things and evaluate them.

We want to know if they’re working for you or not!

For instance, when we took Pam through this process, we got into a lot more details about her investments, where they were, and what they were doing to help her future and accomplish her retirement goals.

Many times, when we tell people, “Hey, gather up your financial information so we can go over it and come up with a plan for you.”

It's a very daunting task!

Just going and gathering can take time and effort.

And you probably need to remember things.

So, we've created this Retirement Of Your Dreams™ Assessment, a simple fill-in-the-blank form.

It walks you through, saying, “Hey, these are all the pieces we need to gather!”

“Oh, hey, when you said gather my financial information, it didn't even cross my mind that I needed to know what was in my checking or savings account.”

“Or I needed to know what I have for my Life Insurance coverage or maybe even Health and Disability Insurance.”

And then, as you're gathering that, sometimes it's hard to understand what we want or how to fill that assessment form in to give us the details that’ll allow us to put Retirement Of Your Dream™ Plans together.

So, when we started this process with Pam, we went through the Retirement Of Your Dreams™ Assessment Form with her.

And as we went through that sheet, she said, “I do have this 401k, and I have been putting money into it!”

And she could tell us how much was coming out of every single paycheck and how much it was being contributed, but it helped her realize, “Oh, I need to go find out what matches.”

“I need to find out if I have other options inside my 401k.”

So, we are more than happy to set up a time to walk through that assessment with you so that we can figure out each piece of your Retirement puzzle!

… which makes life easier for you because we can assemble the information you need behind the scenes …

… we don't have to waste your time while going through that process.

To recap, what we covered today in Part 1 Of 3: How To Build Up Your Money Status To Create The Retirement Of Your Dreams includes:

1. Your Money Status
2. Why Money Status Is Crucial To Achieving Your Retirement Goals
3. How To Dial In Your Money Status Using the Retirement Of Your Dreams™ Assessment

So now that you understand how Money Status works …

Be ready for Part 2, which is coming out next week. That’ll cover the Retirement Of Your Dreams™ Assessment Form in more detail.

Thank you for considering Retirement of Your Dreams as your partner on your financial journey!

I'm committed to helping you achieve the Retirement Of Your Dreams,

Jason