Jul 14 2024 22 mins 1
Welcome to The Healthy and Wealthy Retirement, hosted by certified retirement counselor Mark Struthers. In this episode, Mark explores the concept of ROM (Return on Memories), offering three practical ways to enhance your life's experiences beyond financial gains.
Firstly, Mark emphasizes the importance of being intentional with your time and money, drawing parallels to the principles of financial planning. He shares personal anecdotes to illustrate how thoughtful investments in activities and relationships can yield lasting, meaningful memories.
Secondly, Mark advises setting the stage for organic memories rather than trying to script them. He highlights the value of spontaneous, unplanned moments that often become cherished memories, using examples from his own family life.
Lastly, Mark underscores the significance of capturing these moments through photographs. He suggests that a small investment in a quality camera and the habit of documenting experiences can provide immense joy and nostalgia over the years.
Join Mark Struthers as he guides you towards a healthier, wealthier, and happier retirement by focusing on the intangible yet invaluable return on your memories.
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Disclosure-
Investment advisory services are offered through Sona Financial LLC (DBA Sona Wealth Advisors, Sona Wealth, Sona Wealth Management), an investment adviser registered in the state of MN. Sona Financial only offers investment advisory services where it is appropriately registered or exempt from registration and only after clients have entered into an investment advisory agreement confirming the terms of engagement and have been provided a copy of the firm’s ADV Part 2A brochure and document.
This video is for educational purposes only and is not exhaustive. Nothing discussed during this show/episode should be viewed as investment advice. Diversification and/or any strategy that may be discussed does not guarantee against investment losses but is intended to help manage risk and return. If applicable, historical discussions and/or opinions are not predictive of future events. The content is presented in good faith and has been drawn from sources believed to be reliable. The content is not intended to be legal, tax, or financial advice. Please consult a legal, tax, or financial professional for information specific to your individual situation.
This content has not been reviewed by FINRA
