On this episode, we continue our series highlighting different retiree profiles. Today, we cover the “Worried About Money” retiree. Many “Worried About Money” retirees are not as concerned about running out of retirement funds as they are worried about the amount they will leave to heirs. In this podcast, Ben explains how the real reason “Worried About Money” retirees are worried about money is due to the lack of a clear and defined wealth transfer plan. Ben also shares how waiting for your death to give to the next generation is a less-effective and less-optimal way to pass along inheritance.
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What Do You Do with the Money You Don’t Need?
Passing Wealth to the Next Generation
Five Foundational Truths about Your Life and Your Stuff
Wealth Transfer Plans: Preparing the Next Steward
The Problem with Moving Goalposts
Why Every Retiree Needs a Budget
"How Much is Enough?" Part 1: Wealth vs. Income
What Are You Stewarding?
Three Questions Retirees Need to Answer Regarding Their Treasure
The Most Important Part of Your Repurpose
Rediscovering Your Fire
Leveraging the Power of Your Experiences
Five Mindsets Retirees Need to Adapt Immediately
Time and Toilet Paper
The Secret to Starting Each Day in Retirement
Three Steps for Ending Each Day in Retirement
Five Non-Negotiables for Every Retirement Day
Getting Honest About Life
So How Much Time Do You REALLY Have Left
Three Ways to Have an Impactful Year
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