Planning for Leftovers
Today, we will discuss the reality of future financial leftovers and the importance of planning for those leftovers now. We will talk about the process of breaking your financial plan, setting dream goals, and much more.
Today, we will discuss the reality of future financial leftovers and the importance of planning for those leftovers now. We will talk about the process of breaking your financial plan, setting dream goals, and much more.
This week's blogpost - https://bahnsen.co/3BX4Fve
The financial planning industry is obsessed with talking about (1) you not outliving your nest egg and (2) the proper planning on bequeathing your wealth.
Yet, there is very little discussion about how one would enjoy their legacy during their lifetime.
Today, we will discuss the reality of future financial leftovers and the importance of planning for those leftovers now. We will talk about the process of breaking your financial plan, setting dream goals, and much more.
Links mentioned in this episode:
Trevor is a Partner, Director of our Private Wealth Advisor Group, and Author of Thoughts on Money.
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