Planning for retirement isn’t just about numbers—it’s about building a life you love. In this episode, hosts Brad Smith and Tim Borody explore how financial scorecards can help you gain clarity and confidence in your future.
They break down two key tools:
- The Retirement & Investment Scorecard – A powerful tool to measure financial confidence and identify gaps in understanding.
- Uses a 1-10 scale to assess confidence in retirement readiness.
- Helps identify areas where more clarity is needed on investments, risks, and cash flow.
- Reveals blind spots—many advisors assume clients grasp financial details, but scorecards often highlight knowledge gaps.
- Provides a structured way to ask better questions and make informed decisions about financial security.
- The Lifestyle Scorecard – Retirement isn’t just about money; it’s about quality of life.
- Evaluates non-financial aspects such as work, relationships, health, and sense of purpose.
- Uncovers hidden concerns—like work dissatisfaction or uncertainty about post-retirement purpose.
- Helps align financial plans with personal goals to create a more fulfilling retirement.
- Encourages deeper conversations about what truly matters in life after work.
Many people assume they have all the answers, but these scorecards reveal crucial knowledge gaps and open up deeper conversations. Brad and Tim discuss how using these tools can replace uncertainty with confidence, helping you craft a retirement that’s both financially and personally rewarding.
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