The Quest - For Long Life, Health and Prosperity (DVD)

There's a need for people to have a simple, unbiased, credible source for learning about retirement. The Quest DVD delivers this with interviews of 12 experts in the fields of finance, health, successful aging and personal change, and interviews with 13 people from all walks of life who are committed to living to the fullest. The Quest package includes a 90 minute DVD which provides inspiration, hope and the big picture. The Making It Happen bonus material (52 minutes) provides additional details. A 30-page Action Guide (enclosed) makes it easy to implement with checklists for financial strategies, health and happiness, and lists of helpful resources. The Quest advocates simple, effective strategies that work for most Americans.

The Action Guide, packaged together with The Quest DVD, provides feasible strategies for making the best of your rest-of-life, the life phase also known as retirement. The Quest package helps you live long and prosper in every sense of the word with your happiness, health and finances.

The enlosed Action Guide supplements the DVD by providing action steps that are feasible for most people, and by elaborating on some of the ideas presented in the DVD. The Action Guide also identifies helpful resources, such as books and websites, that you can reference for more information on a particular topic. It also offers brief tutorials on some key subjects. Finally, it includes biographies of the experts who appear in the DVD.

For most baby boomers, traditional retirement, where you retire full time in your fifties or sixties and live just on existing financial resources, may be out of reach. While there are many reasons for this, let's get to the point and say that the money and benefits just aren't there anymore. People who have worked a full career at an employer with a traditional pension plan have the best chance for traditional retirement -- but that does not describe many people in today's environment.

So we need to change the conversation. Instead, let's see how we can live a long time, be healthy, and have enough money to support the life we want. This goal is within reach for most Americans, and it may be more healthy and more satisfying than the traditional retirement most of us had in mind. We all have fears and anxieties about our later years, but with solid, realistic plans and strategies, we can face the future with hope and enthusiasm.

When planning for our retirement years, we know we need to build a financial portfolio, but that isn't sufficient for a long, prosperous rest-of-life. Instead, we should think more broadly, and include strategies that will also improve our happiness and health. The Life Portfolio gives us the structure for organizing our action steps in all these areas.

Action steps we take in our forties, fifties and sixties significantly improve our quality of life, now and in our seventies, eighties, nineties and beyond.