Most people think retirement planning starts with a number. It doesn’t. It starts with organization.

In this conversation on Mission Matters Money, I break down why so many retirement plans fail before they even begin and what I’ve learned after more than two decades in financial services about organizing your financial life the right way.

We talk about:

• Why “one-size-fits-all” retirement advice doesn’t work

• The mistake people make when they wait too long to organize their finances

• What a Financial Life Inventory actually is and why it changes everything

• The real risks no one plans for, including healthcare, longevity, and sequence of returns

• Why retirement planning is more like assembling a puzzle than picking a number

If retirement is five, ten, or even fifteen years away, this conversation can save you from costly blind spots later. Planning isn’t about guessing. It’s about clarity, structure, and giving yourself time to make informed decisions.

Balance Wealth Partners
https://www.balancewealthpartners.com/
404-441-9387