Exposing Magic Retirement Numbers

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Exposing Retirement Mythinformation (00:27)

• Discussing conventional wisdom in regards to retirement planning, understanding your planning should be as unique as your life and identifying how the financial services markets retirement planning to you (1:40)
• Using online retirement calculators, needing millions to retire, and calculating how much money you should have at this point (6:14)
• Trying to replace your pre-retirement income, drawing down your assets, and identifying your sources of income (12:08)

Demystifying Conventional Wisdom (24:48)

• Throwing out generic advice, customizing your planning, and understanding your real spending (25:29)
• Planning has to adjust as life happens, understanding your tax situation and the real cost of living (32:08) 
•  Purpose of pie charts and graphs, using your tools properly, and when to get professional help (41:28)
• Financial planning is not buying products from a financial advisor, planning can help you unlock your financial potential, and planning deserves expertise (46:16)

Relationship between retirement and investment planning (48:33)

• Challenging the idea of reducing risk once in retirement, identifying safe vs growth money, and using your money better (48:58)
• Investments are a tool, getting away from just focusing on investments, and finding a fiduciary to build out your financial plan (56:50)

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About Your Co-Hosts:

Travis Maus has been in financial services for over fifteen years. He is a Senior Wealth Manager and Chief Executive Officer at S.E.E.D. Planning Group.

Steve Campbell has over a decade of experience in the industry and serves as Chief Brand Officer at S.E.E.D. Planning Group.