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If you knew you'd live to 100, how would you change your life today?

Your 100 Year Balance Sheet


Your financial health, the creation of your 100 year balance sheet, will help to remove the stress associated with your potential longevity and get you more excited than ever about your future. When you have confidence in your financial plan you will feel younger, more energetic, and even healthier than you did 10 years ago, especially if you have been following the principles of The 100 Year Lifestyle.

Some people spend the first 50 years of their life destroying their health to accumulate wealth, and then they spend the second phase of their life spending their wealth to get their health back. This is the recipe for a 60-year or 70-year lifestyle that you should avoid. There are myriad ways to finance your sensational century. Knowing that you have more time than you ever thought to reach your goals will enable you to achieve financial abundance and keep your health without compromising one for the other.

Creating Your 100 Year Balance Sheet and Income Statement

The more you invest in yourself, the more freedom and choices you will have. At some stage in your life, you really want to be able to wake up and say, “I want to,” rather than, “I have to”—the creativity that comes out of that is exciting. But, here is the idea that I really want to get across: It is never too late to start! If you begin thinking this way now, you will attract more abundance right away, regardless of your current age.

This is not just about earning money. It is really about feeling useful and using your talents and abilities to make a difference. The money will be a bonus.

Look at your current personal balance sheet and use it as a tool to gauge your pathway in financing your 100 Year Lifestyle. What are your current assets? Where is your money allocated? What changes do you need to make to begin to allocate the assets on your balance sheet to increase your cash flow and improve your quality of life as you age?

Your balance sheet represents a snapshot of your financial position and the income streams you will have for the future. What do you want yours to look like during the different stages of life as you age? They are not a substitute for your financial planner, accountant, or bookkeeper. In fact, they will make your meetings with your financial team more productive as you gain clarity and commit to the changes necessary to reach your goals.

Here are some potential questions to get you started:

  • Are you investing in your health as a priority?
  • Are you investing in yourself enough to reach your goals?
  • Are you investing in things that have meaning for you?
  • Are you investing in areas that you have passion and skills?
  • Do you want to change the way you are allocating your assets or are you happy with your plan?
  • Do you have confidence in your plan? Will it meet your needs over your entire life?

Create a balance sheet and income statement that you would like to work towards. What types of assets do you want to have—business, career, stocks, bonds, real estate? Do you want to change the way your money works for you to help finance your extended life?

Live Long and Strong: 100 Year Balance Sheet

Create Three Balance Sheets and title them Current Balance Sheet, 10 Year Balance Sheet, and 100 Year Balance Sheet.

List the following on each Balance Sheet:

  1. Assets
  2. Cash and Checking
  3. Money Market
  4. Mutual Funds
  5. Real Estate
  6. Businesses
  7. Miscellaneous
  8. Liabilities
  9. Mortgage
  10. Credit Cards
  11. Leases

Once you decide how you want your 100 Year Balance Sheet and Income Statement to look, you can customize your 100 Year Lifestyle to reach your goals. These statements will give you a path that is filled with passion and financial abundance to live your ideal 100 Year Lifestyle and enjoy a sensational century!




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