Randy, Jeremiah & Laura are coming at you this week to discuss strategies for retiring without running out of money. They explore the importance of aligning financial planning with personal values, addressing common fears about retirement, and the significance of legacy and philanthropy. The conversation emphasizes the need for a well-structured plan that accommodates both essential needs and discretionary spending, allowing retirees to enjoy their freedom and make impactful contributions.
In this episode:
00:00:01 Introduction to Retirement Planning
00:00:31 Aligning Money with Life's Purpose
00:01:11 Addressing Common Retirement Fears
00:02:16 Strategies for Sustainable Wealth
00:04:23 Legacy and Philanthropy
00:08:16 Balancing Needs and Discretionary Spending
00:13:26 Navigating Taxes and Withdrawal Strategies
00:17:27 Creating a Freedom Bucket
#retirementplanning #financialfreedom #legacy #philanthropy #discretionaryspending
Reach out at contact@tricordadvisors.com
Connect with Jeremiah:
LinkedIn: https://www.linkedin.com/in/jeremiahjlee/
Email: Jeremiah@tricordadvisors.com
Connect with Laura:
LinkedIn: https://www.linkedin.com/in/laura-lee-59a83610/
Email: Laura@tricordadv.com
Connect with Randy:
LinkedIn: https://www.linkedin.com/in/rkbarkley/
Email: Randy@tricordadv.com
