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Everyone Should Have a Bucket List |
Some of these issues may be doable today and others may be way out there... |
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"The Bucket List," starring Jack Nicholson and Morgan Freeman, is a wild tale of two terminally ill men who create a plan to live life to the fullest before they kick the bucket. It’s loaded with hoots and hollers, but its message should be touted by all financial planners – and more importantly by you, regardless of your age. Before we get to the questions that you need to answer, let’s go right to the answers: the things that you want to be, do or have as if today were your last day on Earth. Behind all of the material possessions, wild trips and other fantasies are values that go deeper than stuff. These are the components of your wealth that money can’t buy and death can’t take away. An example of an experience that death can’t take away is as fresh as last week’s Mother’s Day celebrations. Some spent last Sunday with family and some wish that they had. For those who did, congratulations. For those who wished that they had, make a plan now for next year to either be together or to place the timely call, send a thoughtful gift and card or anything else that will let Mom know that you are thinking of her. The questions come in a few degrees. The first is simple and fun. If you won the lottery, or had more money than you would ever need, what would you do? Probing into this question usually gets all of the material and fantasy stuff out of the way. Some of these issues may be doable today and others may be way out there – but do not judge your ability to accomplish these goals until you have figured out what they are and how you could accomplish them. Your answers may lie in a career change, relocation or some other creative thought. The second question addresses your mortality at some future, but undefined point, within say, a five to ten year period. after enough time to seriously look at how you spend your time, and with enough urgency to focus on what you really want to get done. The final question is to put your mind in a place where you will pass tomorrow. The questions here have to do with what you wish you had done, or had become throughout your lifetime. When you address these questions, remember, the purpose is to help you live your life to the fullest, and to focus your time, attention and love on what means most to you. Next week we’ll talk about the financial “must do’s” for your bucket list. John P. Napolitano |
Financial planning is one of the fastest growing careers in America today. Have you ever wondered what you need to become a CFP® and how you can make it a successful career path? Written by veteran certified financial planning expert, John P. Napolitano, this book contains information on: education and training; the certification process, including differences state-by-state; tips for setting up in private practice; self-marketing techniques, including networking and client base expansion; and the all important client management and trust building.
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