Surviving and Thriving in the Transition to Retirement with Fritz Gilbert

Money Guy Show

Brian Preston, CPA, CFP®, PFS and Bo Hanson, CFA, CFP® | Fee-Only Fiduciary Advisors

Education, Retirement, Moneyadvice, Investing, Savingmoney, Personalfinance, Business

4.6 • 2.8K Ratings

🗓️ 28 September 2018

⏱️ 76 minutes

🔗️ Recording | iTunes | RSS

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Summary

This is a special episode of The Money Guy Show with special guest Fritz Gilbert of The Retirement Manifesto. Fritz joins us in this episode to share his personal experience of transitioning to retirement with plenty of actionable takeaways for The Money Guy Show audience.

The transition to retirement can be a smooth one if you are prepared and planned accordingly. The earlier you start planning for retirement, the better. Our guest Fritz is just one (powerful) example of how effective financial planning can be to help you reach you financial goals and, ultimately, financial freedom.

For more details, please visit the show notes on our website:

https://www.moneyguy.com/2018/09/surviving-and-thriving-in-the-transition-to-retirement-with-fritz-gilbert/

Transcript

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0:00.0	Money got family. We have a rare special episode today. We talk a lot about retirement on the money
0:05.6	guys show, but rarely if we actually captured that specimen of a creature that has actually made
0:12.3	the transition into retirement. So today, we have one of those rare people and we're going to talk
0:17.7	about surviving and thriving in your transition to retirement. It's Brian Preston, the money guy,
0:24.3	restoring order to your financial chaos, retirement, investing, taxing. You've got financial questions,
0:31.8	he's got financial answers. It's Brian Preston, the money guy. Guys, this has been a collaboration that
0:40.4	has been months in the making. Today, I'll go ahead and announce you. We have Fritz from retirement
0:46.7	manifesto. If you guys haven't checked it out, this is, Fritz does an incredible job. I think he
0:52.7	is wired like us. He's analytical. He's also very goals based. He's also the type of person that's
0:59.6	nerdy enough that he wants to learn stuff and then share it with you. I feel very honored to have
1:04.9	you here, Fritz, because I have become a fan of your content and I think it's awesome the stuff you
1:10.2	have shared. I also want people to know, and this is the part where we said we go surprise you,
1:14.8	you have such great content. I know when I was getting ready for show prep, one of the things we're
1:19.1	going to be covering today is your 10 commandments of retirement. I want everybody to sign up with your
1:26.8	email address and we're going to be sharing some deliverable content that kind of summarizes some
1:31.5	of Fritz's great advice that you've provided out there on your show. So please go out there and
1:36.3	sign up. Go to Brian, I mean, go to moneyguy.com and we just want your email address and we're
1:41.5	going to load you up. You guys know this. We don't often have guests on the show. It's pretty rare.
1:47.7	So whenever we do have a guest on the show, it's a big deal and the reason we want to have Fritz
1:51.6	on here is we're excited. He's got some great stuff that he's going to share with us and he has
1:55.2	some perspective that's just going to be mind blowing. I think it's going to be really fun to go
1:59.4	through. So know that it's unique to have a guest on here and we have very specifically and
	...

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