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Stay Wealthy Retirement Podcast

How to Invest for a 30+ Year Retirement with Ashby Daniels, CFP®

Stay Wealthy Retirement Podcast

Taylor Schulte, CFP®

Financialplanning, Retirement, Money, Taxplanning, Stocks, Wealth, Business, Investing, Retirementplanning

2.4606 Ratings

🗓️ 25 June 2019

⏱️ 47 minutes

🧾️ Download transcript

Summary

Retirement planning expert, Ashby Daniels, CFP® joins us on the show today to talk about how to properly plan and invest for a 30+ year retirement.

In today’s episode you are going to learn three things:

  1. Why living longer shouldn’t necessarily be considered a risk to your retirement
  2. How inflation impacts your retirement nest egg and how to factor it into your retirement plan so you don't run out of money
  3. A specific investment strategy that can be used to address some of the common challenges that many retirees are facing today

For all the links and resources mentioned in this episode, visit www.youstaywealthy.com/47

Transcript

Click on a timestamp to play from that location

0:00.0

Hey, everyone. Really quick before we start the show, I've enjoyed getting to know a number of you via email,

0:05.1

and I found myself just really energized by the thoughtful, intelligent questions being asked.

0:10.3

And I've given it some thought, and I want to do more to try and help out our listeners.

0:15.2

So I've decided to offer up three one-hour investment consultations where I will review your current investments,

0:23.0

provide you with a personalized analysis, and talk through all the ways that you can make

0:26.9

improvements completely on your own. I will also answer any other financial planning questions

0:31.5

that are top of mind. I want to be really clear. There's no upfront cost here and you will

0:37.0

never be contacted by me or my firm for any additional

0:40.7

services.

0:41.7

I'm simply going to send you a link after our consultation where you can make a donation

0:46.2

of any amount based on how valuable you think our time was, and that amount will directly

0:51.3

help to support the future of this show.

0:53.9

If you don't have the means to make a payment or you just didn't find our time valuable,

0:58.2

no hard feelings at all, I promise.

1:00.9

The main purpose for doing this is simply to help.

1:04.5

So if you're interested, all you need to do is send me an email at podcast at you

1:09.0

stay wealthy.com with the subject line consultation. And I will lock in the

1:14.1

first three emails that I receive. Thank you, as always, for listening. Let's get into the show.

1:22.2

Welcome to the Stay Wealthy podcast. I'm your host, Taylor Schulte. and today I have a really special guest on the show.

1:28.5

His name is Ashby Daniels. He's a retirement planning expert and he's going to be talking to us

1:34.1

today about how to properly plan and invest for a 30 plus year retirement. In today's episode,

1:41.4

you're going to learn three things. Number one, why living longer shouldn't

...

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