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When was the last time you took a flight? Did you think at all about how that process related to investing? Probably not, but there are actually some pretty great parallels between retirement planning and flying that we will talk about on this episode. Buckle up and prepare for takeoff.
On this episode:
2:36 – Introducing our topic on today’s show.
3:32 – In the news: 37% of households are ‘free and clear.’ Is that number high or low?
4:49 – 75% of our clients are free and clear and the others are pretty close.
5:44 – Beginning our main topic of what flying teaches us about retirement
6:09 – The first lesson: You need a flight plan.
7:42 – You need someone with experience to build the correct flight plan.
8:51 – The third lesson: Turbulence effects different people in different ways.
10:15 – Your plan, like an airplane, is built to withstand the ups and downs.
11:00 - The final lesson: You need help along the way to get from point a to point b.
11:50 - Past success can really hurt you. Here’s why.
Get the full show notes and additional resources by clicking here:https://principalpreservationservices.com/what-flying-can-teach-us-about-retirement/
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Episode Show Notes
Ep #6: What Flying Can Teach Us About Retirement
When was the last time you took a flight? Did you think at all about how that process related to investing? Probably not, but there are actually some pretty great parallels between retirement planning and flying that we will talk about on this episode. Buckle up and prepare for takeoff.
Ep #5: Even Responsible Savers Make These Mistakes
You can’t criticize people that take a proactive approach to their future by putting away savings as they earn, but you can offer up ways to improve the way that they save. Believe it or not, even responsible savers make mistakes because the transition into retirement can be a major lifestyle change. Let’s talk about some of those missteps that happen along the way.
Ep #4: Is Playing the Blame Game Holding You Back Financially?
Have you ever had any type of financial trouble and immediately look to place the blame on external factors? Many times there are situations that make retirement planning difficult, but making excuses rather than looking for solutions will slow down your growth and limit your potential. We’ll share some of the common ‘blame game’ examples we hear and provide you with guidance to get past them.
Ep #3 – 3rd & 4th Quarter Financial Planning Checklist
As the year begins to wind down, it becomes a great time to run through a financial checklist to make sure your investments all are on track. These six items will help you decrease your taxes, improve your portfolio, and keep your retirement plan moving forward.
Ep #2 – 5 Financial Myths That Need to Be Busted
When it comes to retirement planning, there are some widely believed financials myths that you’ve likely heard. Today we’ll look at some of those and try to bust them wide open. The scary thing is that a lot of people base their financial plans on some of these myths. Don’t be like that.
Ep #1 – Signs Your Financial Advisor Isn’t Right for You
It’s not uncommon to meet people that aren’t completely satisfied with their financial advisor but don’t feel the need to make a change. Many times, relationships have been formed that prevent clients from making a tough choice, but other times the excuses are a little flimsier. Find out some of the common signs that your advisor might not be a great fit in this episode.
Ep #0 – Getting to Know Mike Kojonen & the New Podcast
Before we launch the first episode of the Retirement Reality podcast, we wanted to introduce you to the show and the people. In this ‘Getting to Know You’ episode, we’ll learn more about Mike Kojonen, his business, and the future of the podcast.