After all the tests in our previous episodes, we are down to our final choice when it comes to Retirement, Semi-Retirement, and Living the Life You Love. Or, to further our dating analogy - this is marriage.
If you've reached this stage in the process, you are part of a very select few. Consider yourself lucky.
You might think the next thing to focus on, is money. It is not.
Take money out of the equation and ask, "is it worth it?" Compare it to your current life. Or, in eHarmony terms, consider your "Must Haves and Can't Stands," as well as the less rigid "Nice to Haves and Could Tolerates."
Is the change worth it? Not the big stuff, but the boring stuff - will your everyday life be too drastically different?
Next, have other people done what you're about to do? Can you find trusted advisors and fiduciaries? Or are you someone's guinea pig? For example, it was a lot easier for Zurich to move to Florida than to move his business to St. Croix.
Finally, what are the risks? If you completely mess this up, how far back will it set you, in both time and money?
After all of this, if you're still a "Go," we'll check the math in our next episode.
For more information on Zurich Awes, reach him at https://www.zurichawes.com/
Or Call him at (763) 577-1900