Artwork

Indhold leveret af Dave Hall, CPA, Dave Hall, and CPA. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Dave Hall, CPA, Dave Hall, and CPA eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.
Player FM - Podcast-app
Gå offline med appen Player FM !

Proactive Retirement Planning for Lifestyle and Legacy

32:01
 
Del
 

Manage episode 445703085 series 2993685
Indhold leveret af Dave Hall, CPA, Dave Hall, and CPA. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Dave Hall, CPA, Dave Hall, and CPA eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

Joining the conversation is Erica Hunter, a junior advisor with Retirement Risk Advisors, who brings a wealth of insights and expertise to the table. Together, they revisit their experiences preparing for catastrophic hurricanes in Puerto Rico, underscoring the vital importance of continuous and meticulous planning in relations to Risk-Based Lifestyle and Legacy Planning.

The episode delves into income diversification strategies and the necessity of proactive planning to safeguard against financial shocks. Furthermore, the dialogue emphasizes the importance of defining one's purpose in retirement and how it significantly influences long-term goals and legacy aspirations.

Listeners will gain a deep understanding of aligning their passions with retirement objectives, ensuring their financial plans are robust and resilient. The episode concludes with a discussion on prudent legacy planning and the effective stewardship of resources for future generations.

This episode is essential listening for those serious about securing their financial future.

Support the show

Follow us on Instagram: @retirementriskadvisors
Like us on Facebook: Retirement Risk Advisors

  continue reading

133 episoder

Artwork
iconDel
 
Manage episode 445703085 series 2993685
Indhold leveret af Dave Hall, CPA, Dave Hall, and CPA. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Dave Hall, CPA, Dave Hall, and CPA eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

Joining the conversation is Erica Hunter, a junior advisor with Retirement Risk Advisors, who brings a wealth of insights and expertise to the table. Together, they revisit their experiences preparing for catastrophic hurricanes in Puerto Rico, underscoring the vital importance of continuous and meticulous planning in relations to Risk-Based Lifestyle and Legacy Planning.

The episode delves into income diversification strategies and the necessity of proactive planning to safeguard against financial shocks. Furthermore, the dialogue emphasizes the importance of defining one's purpose in retirement and how it significantly influences long-term goals and legacy aspirations.

Listeners will gain a deep understanding of aligning their passions with retirement objectives, ensuring their financial plans are robust and resilient. The episode concludes with a discussion on prudent legacy planning and the effective stewardship of resources for future generations.

This episode is essential listening for those serious about securing their financial future.

Support the show

Follow us on Instagram: @retirementriskadvisors
Like us on Facebook: Retirement Risk Advisors

  continue reading

133 episoder

Alle episoder

×
 
Loading …

Velkommen til Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

 

Hurtig referencevejledning