In this chapter, you'll gain valuable insights from Shawn on retirement planning, emphasizing personal finance education, effective budgeting, and maintaining financial margins. Revisiting key concepts from the first chapter, such as the "Treasure Target," Sean offers tips for achieving financial independence and creating a roadmap for a secure financial 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:
- How does the Treasure Target outlined in the material help individuals achieve financial independence, especially considering the lack of formal education in personal finance?
- In what ways does the emphasis on tracking expenses, budgeting, managing debt, and saving, as highlighted in the material, contribute to individuals' ability to make informed financial decisions and plan effectively for retirement?
- How does the concept of "worshiping with money" differ from "worshiping money," according to the book? How can individuals distinguish between the two in their financial practices?
- The text emphasizes the importance of financial margin in achieving long-term goals and aligning one's heart and hope toward the future. How can individuals assess their current financial status and work towards increasing their margin?
"A good financial advisor is going to be honest enough upfront with you to say, Hey, this is what I see. This is where adjustments need to be made for you to have a chance to do what you want to do." — Shawn Maloney
Get a free copy of Shawn’s book “The Priority of Retirement” here-
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https://www.facebook.com/ShawnMaloney.RetirementPlanning/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
