PART 3 OF 3: How To Develop The Money Mindset To Create The Retirement Of Your Dreams

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

Today, we're going to discuss part 3 of my 3 Part Video Series about how to build your Money Mindset so that you can create the retirement of your dreams.

Specifically, what are you focusing on currently preventing you from achieving your financial goals?

Before I continue, if you missed Part 1, click HERE.

Or if you missed Part 2, click HERE and get caught up.

1. Environment or your family's verbiage. 

2. Your early programming and how that's affecting your future. 

3. What would focus on abundance do for your retirement? 

If we still need to meet, let me introduce myself quickly.

I'm Jason Bergquist! I got into this business to help people live the retirement of their dreams, and I've been helping people put together retirement plans since 2000.

So, I've seen all the ups and downs of these crazy markets that we have seen over these past 23 or so years.

My whole goal in life is to help educate people, help them understand how the retirement of their dreams is possible, and bring hope back into their lives.

I realized this was my calling back in about 2010 when I divorced. I was at an all-time low financially, and I thought, wait a minute.

I've been teaching people these financial concepts and helping them put their financial ships in order, but I needed to practice what I preached.

So, I resolved right then and there that I would start practicing what I preached.

Ultimately, I became an Independent Financial Professional and a Certified Financial Fiduciary to ensure I always did what was best for those I met with.

And now I have a team of experts helping me determine what's best for you.

Again, we're going to go over these 3 teaching points: 

1. Environment or your family's verbiage. 

2. Your early programming and how that's affecting your future. 

3. What would focus on abundance do for your retirement? 

So, let's start with …

This is very important because if you always heard while you were growing up comments like ….

How can I afford it?

I can't afford it.

When will we be able to afford it?

You're always focused on the lack, right?

We are focusing on what we don't have.

So, we must focus on how we'll make that happen rather than the reasons why we can't.
So just that little tweak right now.

We need to focus on the solutions, how we can make those things possible, not why we can't.

So, with Pam's story, when we were talking, we didn't know what we didn't know, but Pam had the habit of focusing on solutions.

So, in this scenario, what was her solution?

She looked into it and thought, "I need to meet with an expert."

I need to talk to somebody who can help me with what I need to know.

Often, this is the case. Now, this is very difficult for human nature.

We don't like to admit that we don't know. For example, when you go to the dentist, you go because you have a need.

And they tell you what's wrong, and then they might even suggest that they move you to a different expertise and send you to an orthodontist.

Now, then …

This is important because the choices you make today and what you focus on now could make or break your retirement years.

So, Pam acted. She started making decisions based on the knowledge that she had. She put money into the plan her work offered and wanted to figure out what her future looked like.

She wanted to retire right now versus what she wanted at the moment.

Yes, this happened to be when she wanted to retire, but even in that conversation, we still had to think of what you do 10, 15, 20, maybe 30, or 40 years from now.

Retiring at 55 is pretty young anyway; maybe you do or don't.

But that's a pretty young age to be able to leave the job and replace their income because her mindset was, what do I need to do?

How and what could I use and be disciplined with now to make this income last forever?

Now that she knew it was possible and she had the vision, again, she wanted to provide for herself, her family, her wants, and her needs and be able to be there in person.

So, their plan was for Pam's husband to keep working, but she could leave her job, replace that income for her family and her household, and do what she wanted.

She was focusing on abundance.

And as I have met with her since then, she said, I'm going to share this with you because she said many people need to be able to think of this.

We often think about retirement, being able to go and do and play golf and start a hobby and travel and spend time on the beach or whatever the case may be.

But she said the number one thing, and she, I won't put words into her mouth, but all but said this through tears ...

... said, "The number one thing being retired has allowed me to do. It's given me the time and non-schedule."

She did not and could not have anticipated the needs of her kids and grandkids a couple of years into being retired.

And yes, she did have to put a few things she wanted to do on the back burner because her family took priority for her.

But now she had the time.

She did not have to schedule what she needed to schedule.

And two, she did work as a nurse in a hospital, and during our conversation and getting her retired, this was before Covid hit, and the number one thing that she said as we just barely met was, "Thank you so much for getting me out of that environment before Covid hit!"

She said, "I would've been to where I wouldn't have been able to be around kids or grandkids or sit in certain situations."

"I would've worked much more during that time or been exposed."

But she was so thankful that, hindsight being 2020 had no idea what was coming, but she could not have to go to work.

So again, what we covered …

1. Environment or your family's verbiage. 

2. Your early programming and how that's affecting your future. 

3. What would focus on abundance do for your retirement? 

Now that you understand why your Money Mindset is so important to helping you achieve your financial goals, I invite you to request a FREE Retirement of Your Dreams Call with my team and me.

This is entirely FREE to you, and it can help reduce some of that stress and uncertainty by working with us to figure out what you don't know and what steps you need to take.

We will hold your hand through the process step by step.

This concludes part 3 of my 3-part series on how to build your Money Mindset for creating the retirement of your dreams.

However, this is just step 1 of the 9-step Retirement of Your Dreams Blueprint™.

You can discover my entire blueprint below and see how we utilize these 9 steps to empower individuals and families to create the retirement of their dreams.

I look forward to discussing the other steps with you in future videos.

Empowering you to create the retirement of your dreams,

Jason