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Is it a Privilege?

Is it a Responsibility?

Is it happening in your life and financial situation?

Intentional Living

This year we're using a martial arts theme, asking people to progress from various belt levels of activities to get to a black belt status in financial planning. To simplify how many staged this will be we have 6 levels:

White belt
Yellow belt
Orange belt
Green belt
Blue belt
Brown belt
Black belt

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Take 15-20 minutes (or more if you feel inspired) to think through the components of Intentional Living below - Vision, Strategy, Structure, Systems, Support. Write down some ideas in each section of ways you can intentionally move from your "Today" side of the model to your desired "Tomorrow" in each of the areas of the model.

Drawing & Prize Info

Fill out this Google Form saying which belt(s) you've completed for this activity and we'll enter you in the drawing to have your next International Living "tune-up" time reimbursed on Reliant - send us your coffee or lunch bill and we'll reimburse it, up to $20.

*Download the visual chart pdf.

View file

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Ask yourself this question as you work through the different components below:

As we live intentionally, for the kingdom, and for the gospel, how can intentional living lead to intentional planning and saving for retirement?

Vision

for Crubl cookies - either delivered to you or a a gift card (alternatiove prizes are available based on location and/or allergy restrictions). For ever belt you pass you will earn more entries in our drawing.

White Belt

Sign Up

A white belt is typically given out at the beginning of a person's martial arts journey.

With Reliant's auto-enroll feature, many employees let those monthly payroll amounts go into their 401(k) account and they've

never taken the time to logged in at Principal.com and set-up their login information to check the accoun balance etc.

If you've already taken this step - you can check this box.
If you've never taken this first step - see Registering at Principal.com and begin your journey today!

Finished? Congrats, you're a white belt!

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Paint a Picture of who you want to be.

Use words, images, or even pull out a canvas and use some real paint!

This step is all about having a dream for what you want retirement to look like and visualizing what that future looks like.

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Strategy

Create a plan that is aimed at your desired "Tomorrow."

Jot down some steps or actions you'll need to take.

What resources are you lacking to reach your "Tomorrow"?

Think through ways you can obtain those resources.
Do you need more education, more time, more ways to save money?

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Yellow Belt

Account Balance 101

With the yellow belt, the student is expected to develop fundamental karate skills.

Knowing how much is in your 401(k) account as well as how much you're adding to the account every month are key components to financial planning.

Log-in to your Principal.com account, the account balance should be listed under Overview
Select Contributions > Contributions Summary from the menu at the top of the page - This will show you how much you're saving Pre-Tax and Roth from yuor paychecks. The employer match is not listed in this box but under the "Contributions by date" box just below. It will be listed as "employer"

Finished? Congrats, you're a yellow belt!

Orange Belt

Practice. Learn. Repeat.

A orange karate belt color is awarded to the student who starts to demonstrate progress in learning

more about their bodies as well as more about the fundimentals of karate.

Do you understand how Reliant's employer match works? Have you considered why investing with the 401(k) may be more advantageous than investing in an IRA, at least up to that matched amount? - Read this Solomon page and educate yourself on the 401(k) match - Employer Matching Contributions

Finished? Congrats, you're an orange belt!

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Structure

Make time to execute your plan.

Look at your calendar and think through - Is a monthly check-up helpful to stay on track? Or quarterly?

Schedule another 15-30 minute time to look back at this diagram and update it within the next 1-3 months.

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Green Belt

Moving to Intermediate

At the point a karte student begins to refine the basic skills they’ve learned so far, they advnace to intermediate status, and are awarded a grenn belt,

Systems

Take small steps each day so it becomes a habit.

What steps do you need to take to create/sharpen your financial saving habits?

AnchorPrincipal WebinarsPrincipal Webinars

Principal Webinars

As an additional resource to educate yourself and plan for retirement, we have coordinated with Principal Financial group to offer a series of short webinars based on various stages of life and saving.