In this final chapter, you'll gain valuable insights from Shawn regarding vital strategies for successful retirement planning, the profound impacts of generosity, and the importance of leaving a lasting legacy. Discover how to navigate the complexities of retirement with confidence and ensure not just financial security but also a fulfilling and meaningful retirement journey. Sit back, relax, and join us as we uncover the secrets to a prosperous future with Shawn, your guide to financial wisdom.
Shawn answers:
- How does the act of generosity, as described in the text, not only benefit the recipient but also positively impact the mental, emotional, and social well-being of the giver and society as a whole?
- In what ways can incorporating generosity into financial planning, such as strategic philanthropy and estate planning, contribute to creating a lasting legacy and positive impact on communities and future generations?
- How does Ron Blue use the story of Joshua and Caleb to illustrate the transformative power of generosity in changing one's perspective on financial challenges?
- In what ways does the story of Peter, Emily, and their daughters underscore the importance of giving from the heart rather than out of obligation, as advocated by Ron Blue?
"We help everybody out, but no matter what stage you're in. If you're young, do it now. If you don't have a plan in place, let's go get one." — 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
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