Ep 9: The Risks Savers Face: Not Spending Enough - Part 4

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.