4 Essential Tips to a Perfect Retirement
Money Guy Show
Brian Preston, CPA, CFP®, PFS and Bo Hanson, CFA, CFP® | Fee-Only Fiduciary Advisors
4.7 • 3.1K Ratings
🗓️ 20 December 2024
⏱️ 43 minutes
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| 0:00.0 | Four essential tips to a perfecto retirement. |
| 0:10.5 | Brian, I am so excited about this because one of the things that people get so excited about is retirement. |
| 0:17.0 | And we talk a lot about how to get there and how to save and how to grow and how to move towards retirement. |
| 0:21.6 | But that's only half of the equation. |
| 0:23.6 | There is another part that happens after retirement. |
| 0:26.6 | Some things you can do to have a successful retirement. |
| 0:28.6 | That's what we want to lean into today. |
| 0:30.6 | Yeah, and look, we don't apologize for the fact that we talk about all three stages of building wealth. |
| 0:35.6 | There's the make wealth phase. There's the |
| 0:39.3 | maintain wealth phase. And of course, we want you, even when you live in abundance, to multiply your |
| 0:44.3 | wealth. And I'm not going to ever apologize that we spend so much time on the make wealth, |
| 0:49.5 | because that's part of the abundance cycle. We want to actually give it away to you, help you |
| 0:53.7 | learn, apply some of these concepts so you can reach your own personal success point. But we are going to focus on a little bit different on this show. |
| 1:02.3 | Yeah. When you think about the making wealth phase, there are some like tried and true things that are pretty broadly applicable to everybody. But when it comes to maintaining, when it |
| 1:10.8 | comes to multiplying, that's where you have to get specialized because no two retirements are |
| 1:16.2 | exactly like. It needs to be a little specific. So what we want to talk about today is how do you |
| 1:21.8 | have a perfect retirement? We say perfect. We don't mean perfect in the absolute sense. We mean |
| 1:26.9 | how do you have a |
| 1:28.0 | perfect retirement for you? That's what we're going to dive into today. Because remember, |
| 1:33.3 | financial independence is doing what you want, when you want, and how you want, but there's even |
| 1:38.1 | a step beyond that. We talk about the five levels of wealth and you get into that last stage |
| 1:42.4 | abundance. That's about knowing who you are, what you value, and what brings you purpose. And these things tend to be a lot |
... |
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