Description

When you’re intentional in your planning, you’re more likely to get the experiences you want out of life.

Curiosity and continuous learning are a big part of our firm’s culture. The team is always sharing ideas, whether through podcasts, research articles, or books. Recently, Marcelo came up with a brilliant idea to take it to the next level, and now we have our own library at Tulett, Matthews & Associates. We’re excited to have this resource for the team and clients.

In honour of that, today, we’re doing things differently. In this episode, Marcelo and Keith review a book from our library - Die With Zero by Bill Perkins. The book's concept centers around the idea that you’ve worked hard for your money, and you should optimize it by maximizing the life experiences that bring you purpose and fulfilment.

We talk about Bill Perkins’ take on the problem with conventional advice about retirement planning, his framework for life enjoyment, potential pitfalls from neglecting your financial foundations, how we advise clients to plan for the experiences they desire, the case for giving away your wealth based on when it has the most impact, and so much more!

Thank you for listening!

Key Topics:

• Our Tulett, Matthews & Associates library (1:02)
• Why we’re talking about Bill Perkins’ Book, Die With Zero (2:30)
• Bill Perkins’ take on conventional advice about retirement planning (4:15)
• A framework for life enjoyment (6:15)
• Our changing perception of the value of experiences and relationships (7:20)
• Potential pitfalls from neglecting your financial foundations (9:35)
• Building up your memory dividend (10:37)
• Roadblocks that can get in the way of building your memory dividend (11:40)
• The case for giving away your wealth based on when it has the most impact (13:52)
• Helping your children develop grit and resilience (16:37)
• Concepts from Die With Zero that are especially relevant in our current environment (18:52)
• Planning to maximize your different seasons of life (21:18)
• Bill Perkins’ action plan concept (22:08)
• The types of investors who will benefit the most from applying the Die With Zero concepts (23:28)
• The importance of sound financial advice when applying these concepts (25:37)
• Final takeaways on the book (28:03)
• And much more!

Thanks for Listening!

Be sure to subscribe on Apple, Google, Spotify, or wherever you get your podcasts. And feel free to drop us a line at lawrence@tma-invest.com or 514-695-0096 ext.112

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