Episode 8 - Living a Healthy Lifestyle in Retirement
“Time and health are two precious assets that we don’t recognize and appreciate until they have been depleted.” – Denis Waitley Craig Groeschel’s 5 Areas of Life Relationship with God Relationships with People Financial Health Physical Health Work Life
Episode 7 - New Tax Laws & Tax Reductions Strategies
“In this world, nothing can be said to be certain, except death and taxes.” – Benjamin Franklin “What is the difference between a taxidermist and a tax collector? The taxidermist takes only your skin.” – Mark Twain Episode Outline Tax Strategies Tax Law Changes Action Steps
Episode 6 - Retirement Advice You’re Not Getting
Retirement Advice You’re Not Getting “It’s paradoxical that the idea of living a long life appeals to everyone, but the idea of getting old doesn’t appeal to anyone.” – Andy Rooney Retirement Planning is about more than money: Top 10 most stressful life events There are always ‘headline’ issues and concerns Decisions not easily put in a spreadsheet or report about living life ‘well’ and adding ‘joy’ may be overlooked
Episode 5 - Inflation, i-bonds, and your Financial Inventory
Inflation, i-bonds, and your Financial Inventory “When I was a boy of fourteen, my father was so ignorant, I could hardly stand to have the old man around. But, when I got to be twenty-one, I was amazed at how much he’d learned in seven years..” – Mark Twain Financial Inventory: Summary of all financial life decision to this point Assets (what you have) Liabilities (what you owe) Insurance (risk shifted) Cash Flow (money in / money out)
Episode 4 - Roth IRAs and Marshmallows: Delayed Gratification and Intentionality
Roth IRAs and Marshmallows: Delayed Gratification and Intentionality “You never see a U-Haul behind a hearse.” – Denzel Washington & others Jesse Itzler and the “I-Factor”: Laying the Groundwork Time slows down when you are learning and doing new things You’ll be dead soon enough! So, don’t worry as much about what other people think. We trick ourselves into thinking “There’s plenty of time in the future, and we’ll just do it then.” Each person has the same 24 hours in a day, 7 days in a week, etc. However, we are not guaranteed any of that time in the future.
Episode 3 - Your Financial Plan: Bucket Planning 101
Your Financial Plan: Bucket Planning 101 “The best Financial Plan is the one you will actually do.” – Get There On Purpose Retirement Fidelity Investments Study: Only 18% of respondents in general, and only 21% of BABY BOOMERS had created a written, comprehensive plan for retirement.
“Episode 2 - How to Change: Habit and Behavior Change tools to help reach your goals”
How to Change: Habit and Behavior Change tools to help reach your goals “The chains of habit are too light to be felt until they are too heavy to be broken.” – Warren Buffett Thought excercise If you had to buy 10% of the future (earnings) of one of your peers, who would it be and why? If you had to bet against (short) the future of another one of your peers, who would it be and why? Most likely, you would make those decisions based on the character traits of your peers – and those traits are rooted in and built by habits! You can choose to be the person that you’d want to own 100% of…
Episode 1 - Balancing Life Now While Having ‘Enough’ Later
Balancing Life Now While Having ‘Enough’ Later Sam’s New Freedom “The period between age 50 and elderly is best described as three overlapping periods, not defined by age.” – Dr. George Schofield New Freedom Often begins with becoming empty nesters around age 50, totally unaccustomed to the new discretionary space, income, time and possibilities. Do you define retirement by phases on a journey or by rule changes on certain birthdays?
Our Mission
“Everyone ends up somewhere. A few people end up somewhere on purpose.” – Andy Stanley
Our Mission is to help you get where you want to be in RETIREMENT on purpose.
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