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Show Intro (00:27)
Biggest fears or concerns around planning your retirement (1:36)
- Longevity, bad decisions, running out of money, market crashes
- The financial industry wants to sell you a solution to help you cope with your fear
- Identifying the things sabotaging our happiness, making excuses, procrastinating, and giving context to what retirement really means
When work isn’t fun anymore (7:48)
- Work environments and cultures are changing, and people are thinking about retirement now more than ever
- Our identity has been tied to what we do, companies struggling to create virtual communities, and getting reengage in an office environment
- When to stop working and identifying the next chapter of your life, and figuring out who you’re going to be in retirement
- Difficulty in shifting seasons, and retiring before your spouse
Reducing fear through financial planning (18:44)
- Getting money from your retirement account(s), shifting from being a saver to being a spender, and being afraid of not having enough money
- Consulting google and recognizing real financial planning versus just buying financial products
- Identifying the issues you need to focus on, planning helps guide decisions and acknowledging what you really want to accomplish in life
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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.