The Formula for a Relaxing Retirement – Retirement Coach Jack Phelps Discusses The Essential Parts Retiring Wel
Money Tree Investing
Money Tree Investing Podcast
4.6 • 658 Ratings
🗓️ 15 November 2019
⏱️ 57 minutes
🧾️ Download transcript
Summary
What are your biggest concerns about retirement?
Are you concerned about retiring well? Are you worried about having enough money at retirement?Are you stressed about retiring period?
You are not alone. Most Americans who are close to retiring are concerned about what the next step is.
It makes sense right? How many people have retired before... So how would you know what to do.
This week we interview retirement coach Jack Phelps about how to retire well.
For more information, visit the show notes at https://moneytreepodcast.com/270
Transcript
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| 0:00.0 | Welcome to the Money Tree Investing Podcast. |
| 0:04.0 | Stock market, wealth, personal finance, value stocks, invest in your life. |
| 0:10.0 | Welcome to this week's episode of Money Tree Investing Podcast. |
| 0:14.0 | My name is Kirk Chisholm and I'm going to be your host today. |
| 0:17.0 | We're going to be talking about retirement. |
| 0:19.0 | It's a big topic that affects a lot of people, especially baby boomers. So baby boomers in the audience, listen up because this is a really important topic that you all need to know about. And it's not just as simply as digging into the numbers, but there's a lot more to it than that that you're probably not going to read in your local Forbes article. So that's a lot that we're going to be digging about into this episode today. So today we're going to be talking |
| 0:41.0 | with Jack Phelps, the relaxing retirement coach. He has a new book out called the relaxing |
| 0:45.8 | retirement formula. And we're going to dig into a little bit of what's going on in that book and how |
| 0:51.1 | we can help you have a better retirement. But before we begin, are you looking for a better way to invest during market turmoil? |
| 0:58.2 | Consider betterment. |
| 0:59.6 | Betterment is a robo-advisor that uses the time-tested principles of modern portfolio theory |
| 1:04.0 | to help you manage your wealth and reach your financial goals. |
| 1:07.2 | With Betterment, you don't have to worry about what the market's doing on a day-to-day basis. |
| 1:11.5 | Instead, Betterman allows you to use the stock market to consistently build wealth. |
| 1:16.0 | For more information, visit MoneyTreepodcast.com slash Betterment. |
| 1:20.4 | A lot of investors use Betterment, but it doesn't mean it's the right fit for you. |
| 1:24.0 | Do your own research. |
| 1:25.7 | Check out MoneyTreepodcast.com slash Betterment to see if Betterment is the right fit for you. Do your own research. Check out MoneyTreatpodcast.com slash betterment to see if |
| 1:29.5 | betterment is the right fit for you. So today we're talking with Jack Feltz. How's it going |
| 1:34.7 | today, Jack? Kirk, how are you? Great to be with you. Glad to have you on board because as we |
| 1:39.1 | talked about earlier, this is a show about retirement. And it's a huge topic. So we're going to |
| 1:43.9 | try to dig in as best we can and really hit, in my opinion, some of the more important parts about retirement that people should be considering. |
... |
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