Retirement Planning Edition Podcast

Retirement Planning Edition Episode 5 - Retirement Reality Check: Why Accurate Assumptions Matter More Than The Math

YouTube https://youtu.be/Egck4jLq9yQ Resources Retirement Reality Check: Why Accurate Assumptions Matter More Than The MathSeries Role: Constitutional Foundation S3 Characteristic: Safe (Foundation-First) Constitutional Principle: Vision-First Direction Most retirement planning advice starts with a terrifying calculator. You punch in a few numbers, press “enter,” and stare at a result

Retirement Planning Edition Episode 4 - Rethinking Your Retirement

YouTube Resources The Retirement Constitution PreambleThinking about retirement often brings up questions about numbers. But what if your most important retirement asset isn’t a dollar figure, but a clearly defined purpose? Our constitutional approach frames your “Freedom Timeline” around core principles, integrating your deepest values with a robust financial

Retirement Planning Edition Podcast

Retirement Planning Edition Episode 3 - Fund Both Present And Future

YouTube Resources The Both/And Budget: Fund Your Life Today AND Your Secure Retirement TomorrowIn our last conversation, we laid the essential groundwork for a meaningful retirement by exploring how to draft your personal Retirement Constitution. That document is your North Star, defining what your ideal future looks like. Today,

Retirement Planning Edition Podcast

Retirement Planning Edition Episode 2 - Retire On Your Terms

YouTube Resources Retire on Your Terms: How to Draft Your Personal Retirement ConstitutionIf you’re between 40 and 55, the word “retirement” can land with a thud. It often conjures images of complex spreadsheets, confusing jargon, and a single, intimidating question: “What’s my number?” This approach often leaves people

Retirement Planning Edition Podcast

Retirement Planning Edition Episode 1 - The Psychology of Retirement: Your Guide to Planning Beyond the Paycheck

YouTube Resources Beyond the Paycheck: Crafting Your Ideal RetirementRetirement. For many, the word conjures images of tranquil beaches or long-awaited travel. But what does it truly mean to retire in today’s world? It’s far more than just the end of your working years; it’s the beginning of