Let’s Talk Your Bucket List

One day, your life will flash before your eyes. Make sure it’s worth watching.


This line from the 2007 movie, The Bucket List, speaks volumes about why all of us need to capture opportunities and live life to its fullest not someday, but now, while we can. We don’t have to be retired.  We don’t even have to be in our later years.  Our bucket list should be a priority even while we’re young.  What’s stopping us from dreaming and wishing?  Isn’t it time we create and start checking off our must-dos and must-sees right now?  Step up, people.  Life is short.  Quit talking and start doing! 

Sounds good, but then come the excuses.  Don’t know where to start.  Not enough time in our already hectic schedule.  And then the mother of all excuses –– it takes money to carry out a bucket list –– money we don’t have or at least don’t feel that we should be spending.  Not to worry, we understand.  With all the financial uncertainty in recent years, a mix of everything from bull markets and bear markets, to political division, to global threats, to slow job growth and shifting careers, it’s no wonder why many of us have put our bucket list on hold. 

And therein lies the problem... instead of focusing on the “fun” and fulfillment that money can provide us, we get caught up in the mechanics of working and saving to reach financial goals instead of life goals.  The result is that we might achieve our financial aspirations, but “one day” may not come for attaining our fun goals, aka our bucket list. 

The question becomes, “How do we have it all?  How do we enjoy life in the here and now and do so without sacrificing financial security for the long term?

We think the answer is easy.  You can have it all.  It starts with developing a financial plan not just for the future, but one that takes into account what matters most to you all through life.  It’s what we mean at Lenox by helping you Fund a Life You Love... now, next year, and at every stage of life. 

Here’s your homework.  If you haven’t already done so, make your bucket list, starting now.  Look at it as goals you want to accomplish, things you want to see, work you want to tackle, the people you want to help, and places you wish to go... today, tomorrow... not just “one day”.  Then, let’s build a financial plan that makes your list a reality.  You can keep the “fun” in Fund a Life You Love.  We can show you how.

If you’re ready to discuss financial planning that will allow you to fund your own personal bucket list, we’d love to tell you more.  Let’s talk.  It’s your tomorrow.  Call us for a complimentary 1 hour review.  Call 513.618.7080 or visit www.lenoxwealth.com to Fund a Life You Love.