Retirement planning often looks simple on paper: save steadily, invest wisely, and retire at a set age.
But life rarely unfolds so neatly. Promotions, new family members, relocations, or setbacks can all change your priorities.
That’s why your retirement plan should be flexible and designed to evolve with you.
In this video, you’ll discover why adaptability is essential – and how small adjustments at key moments can help you stay confident and on track.
- Career and income changes like promotions, reduced hours, or layoffs
- Family milestones such as marriage, separation, new children, or caregiving
- Major money events like buying a home, inheritance, or unexpected illness
- Why every “life shift” is an opportunity to review and update your plan
