My guest today has a driving ambition to help those in their second 50s obtain financial confidence, find opportunity expansion, and gain enhanced vitality. In this interview, Kathleen talks about what it took to start her own firm focusing on this age group and how her realizations have led her to more and more opportunities to show how to live a better life!
Kathleen Adams, CFP®, CPWA®, RMA®, entrepreneur, co-founder of Second 50 Financial; author of “Second 50”. Expanded financial planning for successful people who want financial confidence, opportunity expansion, and enhanced vitality.
Join me as Kathleen talks about:
[00:00] Introductions
[01:29] What was the catalyst that inspired Katheleen to start a financial services firm that focused on those in their second 50s?
[03:26] Given that Kathleen was in a good firm, why did she decide to go out on her own?
[5:06] What were some of the obstacles that she faced as she opened her own practice?
[7:17] What were the best ways to get over those obstacles?
[9:02] Who are some of her favorite mentors and teachers? What have they taught her?
[11:05] How can you find a supportive group that will help expand your thinking?
[14:42] What is the next phase of the Second 50 Movement?
[22:55] How do you think your views on aging have changed?
[25:19] What is her favorite quote, right now?
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