Aug 2, 2019
Will Rogers left behind a legacy of wisdom that is still applicable today in the financial world. We’ll take three of his most popular quotes and apply them to retirement planning. Plus, we answer mailbag questions about early retirement, mutual funds with high returns, and how involved your spouse should be in planning.
Check out the full show notes for the episode by clicking here.
Take a look at the rundown below:
0:58 – Mailbag question: Maureen is getting an early retirement offer. What does she need to consider when deciding whether or not to take it?
2:46 – Seven questions you need to answer right away.
4:21 – A common scenario we see with clients in this same position.
6:35 – Mailbag question: Where can I find mutual funds with 12% returns like I hear about?
8:14 – Mailbag question: Should my spouse be involved in retirement planning and selecting a financial advisor? She’s not interested in it but I feel she should be a part of the process.
12:12 – Quote 1 from Will Rogers and how it relates to finance today.
15:10 – Quote 2 from Will Rogers and how it relates to finance today.
17:32 – Quote 3 from Will Rogers and how it relates to finance today.