With so much emphasis placed on saving and investing throughout your working career to insure a secure and wealthy retirement, sometimes enjoying your life today can take a backseat. On today's show, we're joined by author and Certified Financial Planner Frank Legan to talk about adding humanity and the need to live your life in the moment into your financial planning. It's all about reaching a balance between planning/saving/investing for the future with treasuring and living your life today. In short, we're talking about choosing your investment choices - not necessarily which ETFs or funds, but the investment choices of what are your priorities in life.
We all know that we're responsible for our financial future, but at what point do we stop viewing "investment choices" as simply picking the right stock/ETF/fund/saving account and start placing a greater focus on choosing how much time we truly spend with those we care about and not always in the pursuit if more Benjamins? Make the right investment choices that align with your values, goals, and priorities!
In our headlines segment, we look into a all-too-common recurring theme: Americans and their penchant for spending. Talk about making investment choices in the wrong way! We throw out the Haven LifeLine to Jodi in Michigan who wants our take on annuities and how they can complement Social Security later in your retirement years. Could a deferred annuity be among the right investment choices for your finances?
And Doug brings it home by throwing out some investment returns-related trivia.
FULL SHOW NOTES: https://www.stackingbenjamins.com/financial-planning-for-your-life-frank-legan-1420
Deeper dives with curated links, topics, and discussions are in our newsletter, The 201, available at https://www.stackingbenjamins.com/201
Enjoy!
Learn more about your ad choices. Visit podcastchoices.com/adchoices
Money Lessons for a Strong Financial Foundation
Earning a Cool Million, Saving Tons with a FREE Resource, and Rocking a Podcast (our Stackers Share Success Stories)
The Credit Gamechanger: Expert Insights for a Better Score
Boost Your Efficiency With These Hacks For Maximum Productivity
Financial Self-Defense: Techniques for Outsmarting Scammers
From Stuck to Unstoppable: How to Get Up, Get Started, and Get Moving
Is It Taxable? (and an intro to Clarity Money) Greatest Hits Rewind
When Retirement Seems Impossible (with Dr. Steve Wendel from Morningstar) Greatest Hits Rewind
Money Saving Hacks (with David Pogue) - Greatest Hits (Rewind)
Real Estate Kickstart: Exploring Investment Strategies
Your World on Money - Behind the Scenes of the new Million Stories Series with host Andini Mankosinski
Three Tales of Financial Triumph (with Jonathan Clements)
Mastering Rollovers: Strategies for a Smooth Transition of Retirement Funds
From Orphan to Fintech Award Winner: How to Find Mentors, Build a Future, and Help Others Grow
Zen and the Art of Better Money Decisions
Uncovering Money Wisdom from Dads
Money Magnet Manifesto: Our Top 5 Money Mindset Tweaks to Build Wealth
Panning for Profits: Uncovering Wealth Lessons from the Old West
Maximizing Your Money: Unveiling the Top 20 Money-Wasters You Should Skip
One Woman's Inspiring Journey to Get Her Financial Ball Rolling (with Yanely Espinal)
Create your
podcast in
minutes
It is Free
The Commercial Edge: Unleash the Power of People
The emPOWERed Half Hour
Innovation in Compliance with Tom Fox
Kate’s Take
The Shameless Mom Academy: Motherhood, Motivation, and Mindset Tips for Busy Moms
HORSES IN THE MORNING
Wise Traditions