Episode 82
Retirement Reality: Setting Expectations & Finding the Right Planner
Want to get in touch? Send us a text!
Imagine waking up one day, retired and excited to try everything, but only to end up overwhelmed and underwhelmed at the same time. Sounds familiar? Well, this story is about trying to cram all the activities in a single day at a state fair, but it's also a metaphor for retirement - you can't do it all, and golf isn't the only thing you can do! We're going to unpack this and more, not just about managing expectations but also about the role of a real financial planner who gets your retirement goals.
Beyond just the numbers, retirement is about understanding yourself, your motivations, and your desires. And having a real financial planner on your side who appreciates this is essential. But finding this planner can be a challenge. We're here to share our insights on how you can protect yourself from "so-called" advisors more concerned about their own incentives than securing your financial future.
Additionally, we introduce a new framework for financial advice that's grounded in knowing who you are, what you want, and how best to deploy your resources such as Social Security, pensions, and retirement accounts. So buckle up for a journey into your own retirement reality, exploring unspoken industry insights and building a retirement plan that truly reflects you.
________________________________________________________________
Join our Skool Community at https://www.skool.com/ditch-the-suits-9234. You can interact with us, ask questions and get additional resources.
Thanks to our sponsor, S.E.E.D. Planning Group! S.E.E.D. is a fee-only financial planning firm with a fiduciary obligation to put your best interest first. Schedule your free discovery meeting at www.seedpg.com
You can watch all episodes, as well as other great content produced by NQR Media through their YouTube channel at https://youtube.com/@NQRMedia
📧 For more information or to get in touch with us, visit https://www.ditchthesuits.com
👍🏼 You can also follow us on Facebook, Instagram and Twitter at @nqrmedia
______________________________________________________________
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.
