Harry Truman left the White House having made some of the biggest decisions of the 20th century—then went home to a normal house, a simple pension, and a life without yachts, book deals, or corporate board paychecks. No empire. No “brand.” Just enough.In this episode of History Lessons for the Modern Investor, we use Truman’s life after the presidency as a blueprint for everyday investors and retirees who want dignity, stability, and independence—without needing a lottery ticket portfolio.In this video, you’ll learn how to: ✅ Use living below your means as your real superpower (even in your highest-earning years)✅ Separate status from your financial plan so your lifestyle isn’t chained to your job title✅ Build a “Truman portfolio”: simple, diversified, low-cost and actually understandable✅ Think in after‑tax, after‑fee dollars—and why planning around taxes quietly extends retirement securityTruman’s story is a reminder that finishing well doesn’t require being rich—it requires being intentional. You don’t need the world’s approval or the flashiest investments. You need a clear definition of “enough,” and a plan that calmly gets you there.👇 Watch now to see how Harry Truman’s quiet choices can reshape your approach to saving, investing, and retiring—and subscribe for a new history-backed briefing every week.#HistoryLessons #Investing #RetirementPlanning #HarryTruman #FinancialIndependence #SimpleLiving #TaxEfficiency #WeeklyBriefing
This episode is sponsored by Victory Independent Planning. Ready to take the stress out of your retirement? At Victory Independent Planning, we put you on the right trajectory with our exclusive VIP Retirement Glidepath™️!
Schedule an assessment now: CLICK HERE
🎯Patrick Huey is a small business owner and the author of three books on history and finance as well as the fictional work Hell: A Novel. As owner of Victory Independent Planning, LLC, Patrick works with families and non-profit organizations. He is a CERTIFIED FINANCIAL PLANNER™ professional, Chartered Advisor in Philanthropy®, and an Accredited Tax Preparer. He earned a Bachelor’s degree in History from the University of Pittsburgh and a Master of Business Administration from Arizona State University. Patrick previously served as a Naval Flight Officer from 1996 to 2005, earning the Strike Fighter Air Medal during combat operations and two Navy Achievement Medals. 👉🏻 Reach him at 877-234-8957 or schedule a time NOW.
