charting your retirement adventure

Charting your retirement adventure: Why a bucket list is essential

charting your retirement adventureBy Jenny Brown

As CEO of JBS Financial, I’ve seen firsthand how a bucket list can transform retirement dreams into reality.

It’s not just a list of wishes; it’s a roadmap for living your best life in retirement. Over the years, many of our clients have shared their incredible adventures with us, from driving across America to skiing in Whistler and visiting Downton Abbey. These experiences are not just happenstance; they’re the result of careful planning and goal setting.

One crucial lesson I’ve learned is that preparing your bucket list significantly enhances the chances of retiring successfully. It holds you accountable and enables you to monitor your progress towards your goals. Whether it’s exploring the globe, pursuing hobbies, or cherishing moments with loved ones, a bucket list provides you with a purpose and anticipation in retirement.

At JBS Financial, we’ve had the privilege of helping hundreds of clients retire right. Those who have embraced their bucket lists are the ones living out their dreams. They send us photos from exotic destinations and share stories of newfound passions. While these achievements may seem like overnight successes, they’re the result of years of planning and dedication.

Remember, it’s never too early or too late to contemplate your retirement goals and create your own bucket list. Be daring, set high targets, and get started. Naturally, the earlier you commence, the more likely you are to transform your dreams into reality.

To help you get started, here are some key considerations when writing your bucket list:

  1. Dream Big: Don’t hold back—think about what truly brings you joy and fulfilment.
  2. Be Specific: List specific experiences, destinations, or achievements you want to accomplish.
  3. Prioritise: Rank your bucket list items based on importance and feasibility.
  4. Set Deadlines: Give yourself deadlines for achieving each goal to keep yourself motivated.
  5. Stay Flexible: Be open to new opportunities and experiences that may arise along the way.
  6. Share Your Goals: Share your bucket list with friends and family for added accountability and support.
  7. Take Action: Start taking small steps toward your goals today, whether it’s saving money, researching travel destinations, or learning new skills.

Remember, retirement is about more than just financial security—it’s about living a life filled with purpose and fulfilment. So start dreaming, start planning, and start living your best retirement life.

If you haven’t already downloaded our Simple Tips for Achieving Goals Tip Sheet, you can access it here.

Our team of retirement specialists are here to help you get started and guide you through creating your retirement plan. Reach out to us here.


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