Unlocking Your Financial Future
Business:Investing
On the final installment on our series about the missteps that savers make along the way, we turn our attention to something most people love to do: spending. Savers aren’t the best at this because it’s a complete shift in mindset, but there will come a time when you need to spend the money you’ve been working so hard to accumulate.
Show Notes: https://www.baschrock-fg.com/podcast/ep-9-the-risks-savers-face-not-spending-enough-part-4/
Today's rundown:
1:01 – Welcome Ben and Keith.
1:24 – We love the success stories from our clients
2:34 – Getting to Know Ben: What’s the most universally well-known movie that you’ve never seen before?
4:58 – Let’s move to our main conversation on savers.
5:41 – It’s a different mindset for savers when they move into retirement.
6:58 – How does that process work with clients when they want to know what they can spend?
8:33 – Client story about someone that’s spent their money.
9:29 – Life happens so take advantage of your chance to enjoy your retirement.
10:59 – We also see people that love spending money and sometimes we have to slow them down.
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2023 Wrap Up: Market Predictions for 2024 (Part 2)
2023 Wrap Up: End of Year Market Update (Part 1)
Financial Planning for 2024: Retiring in the New Year (Part 2)
End of Year Financial Planning Strategies For 2023 (Part 1)
Roth IRAs and Conversions Explained (Part 2)
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Celebrating a Decade of Marriage and 11 Years In Business
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