The Case of Mr & Mrs ‘10 Years Younger’

Mr & Mrs ’10 Years Younger’ were in their late 50’s, but looked and felt twenty years older – their business was slowly killing them. It demanded 70 hours a week, with Sunday mornings finishing off paperwork. Holidays were few and far between.

Hobbies – none. Stress – lots.

Requirements: to escape from their business before it finished them off.

Ambitions: Learn to fly ‘before it’s too late’.

On talking with our numbercruncher™ it soon became apparent that substantial funds had been accumulated in various investments, including pensions etc…

These discussions also enabled them to identify the kind of lifestyle they’d really like.

Mr & Mrs ’10 Years Younger’ revealed that they had recently rejected an offer of £2million for their business because their accountant had persuaded them that the potential value was possibly £5 million. So there they were, still working.

When our numbercruncher™ set to work he found they needed just £550,000 to retire NOW. If the cost of flying lessons and the purchase of a light aircraft was built in they needed just £750,000 NOW. And this was to start living the life they wanted NOW.

Trouble is, they’d turned down £2 million!

With the help of our numbercruncher™ they managed to get the deal back on the table and ended up selling for £1.8 million.

Moral of the story: Sometimes, life is too short to not know your number!

Mr & Mrs ’10 Years Younger’ continue to enjoy their retirement and now look – AND FEEL – 10 years younger.

It pays to know your number!

Related Stories:

• The Case of ‘Too Much Risk’
• The Case of ‘How Much is Enough?’
• The Case of Mr & Mrs ‘Do-It-Yourself’
• The Case of Mr & Mrs ‘Are We There Yet?’