Is financial planning holding you back, or setting you free? You shouldn’t have to choose between living well now and preparing for the future. In this short video, we explain how thoughtful financial planning can help you enjoy life today while still building the future you want.
Transcript
Is Financial Planning Holding You Back or Setting You Free?
Is financial planning holding you back or setting you free? You shouldn’t have to choose between living well now and preparing for the future.
Meet Rory O’Hara of Ausperity Private Wealth
I’m Rory O’Hara, founder and senior managing partner at Ausperity Private Wealth in Moorestown, New Jersey. For many people, financial planning revolves around the goal of a happy retirement, and that makes sense.
Don’t Overlook the Importance of Today
But in light of that goal, some may inadvertently downplay the importance of leading a fulfilling life in the present. They may be reluctant to spend money on things that give them comfort today. Saving for retirement and enjoying life now don’t have to be mutually exclusive.
Finding Balance Between Saving and Spending
They just need to be balanced. So how can financial planning help? Real financial freedom isn’t about deprivation. By definition, being deprived is the exact opposite of feeling free.
The Role of Thoughtful Planning in Financial Independence
Instead, financial independence comes through intentional and thoughtful planning. Finding a happy medium between saving and spending should be a top priority.This balance lets you enjoy life today while also building a stable future.
When Work Becomes a Choice, Not a Requirement
One potential aspect of financial independence is considering work as an optional activity, not something mandatory. With the right set of financial tools, we help our clients determine the point where they can choose to work rather than having to work.That can sort of be a mini-goal in advance of retirement, gradually scaling back on work to fit your changing lifestyle.
Letting Your Money Work for You
Shifting work from a need to a choice gives you more control over your priorities. And your investment strategy should come from the idea that your money should work for you, not vice versa. At Ausperity, we offer our clients access to investment options on a broader level than traditional strategies.
Exploring Private Markets and Alternative Investments
We help them take advantage of private markets and alternative investments so they can grow wealth more consistently and predictably, and often lower their tax bill.Sometimes just the slightest tweak in investment strategy can unlock a surprising amount of growth.
Building a Lasting Legacy
Building a stable financial future also involves thinking about your legacy. Focusing on how you can benefit future generations can inspire you to make solid investment decisions today. Ausperity helps several families manage multi-generational wealth based on their values and principles.
Looking Beyond Your Lifetime with Purpose
Looking past your lifetime doesn’t have to inspire thoughts of dread. It can actually be a measure that inspires hope, and that’s what we aim for. Being responsible with your retirement strategy means providing yourself and your family with enough resources to enjoy today.
Take the Next Step with Ausperity Private Wealth
Ausperity Private Wealth can help you meet your current and future financial goals.
Visit our website, www.AusperityPrivateWealth.com, to schedule a call or book an appointment online. Thank you for watching.
