Jan 30 2025 21 mins
Everyone views their retirement differently, and there’s a segment of the population that wants to live life to the fullest. If they could build the perfect plan, that last check they write would barely clear the bank. For those that don’t want to leave a large legacy and would rather spend down their assets over their lifetime, we’ll talk about how personalized planning can help accomplish that goal and ensure you’re not going to run out of money too soon.
Here’s what we cover in this episode:
0:00 – Intro
3:08 – Strained spending
7:16 – Defining lifestyle needs
11:05 – Mindset shift
15:13 – Our process
Want to connect with us?
Web: https://listentoscott.com/
Schedule a call: https://elevatemyretirement.com/contact/ or 913-393-4724
Watch the show on YouTube: https://bit.ly/3RiT7Ky