In this chapter, you'll gain valuable insights from Shawn regarding the fundamentals of retirement planning, from setting non-financial goals to practical financial strategies for a secure and fulfilling future. So sit back, relax, and join us as we uncover the secrets to a happy and prosperous retirement with Shawn, your guide to financial wisdom.
Shawn answers:
- What pivotal moments or realizations led you to transition from a successful corporate career to starting your own financial planning company, Retire Wise, LLC?
- You emphasize the importance of setting clear goals for retirement beyond just financial planning. How can individuals effectively identify and prioritize their relationship, health, and core pursuit goals to ensure a fulfilling retirement?
- You discuss the Treasure Target as a tool for understanding financial responsibilities and funding retirement goals. Could you elaborate on how individuals can use this tool to allocate their resources effectively and achieve their retirement dreams?
- In discussing the start of retirement planning, you mention the importance of setting aside cash for short-term needs in the liquidity bucket. Could you provide some practical tips or strategies for individuals to determine their short-term expenses and ensure they have enough saved to meet them during retirement transition?
"It's never too early to ask someone to dream." — Shawn Maloney
Get a free copy of Shawn’s book “The Priority of Retirement” here-
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Insurance products are offered through the insurance business Retire Wise, LLC. Retire Wise, LLC. is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by Retire Wise, LLC. are not subject to Investment Adviser requirements. Investing involves risk, including the potential loss of principal. Any references to protection, safety or lifetime income, generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims paying abilities of the issuing carrier. This podcast radio show is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the needs of an individual’s situation. Retire Wise, LLC. is not permitted to offer and no statement made during this show shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency. The information and opinions contained herein provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by Retire Wise, LLC. 2909872 – 5/25
