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Go Beyond Numbers - Lifestyle Preservation Planning with Kathleen Adams
Manage episode 308453766 series 2916857
Вміст надано Tony Rose. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією Tony Rose або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.
In the latest installment of Go Beyond Numbers, Tony and Ryan welcome a special guest to the show, Kathleen Adams, to discuss the unique concept of Lifestyle Preservation Planning™.
Kathleen is the Founder of Second 50 Financial. As a financial planner for over 20 years, she and her team have developed a process to address the expanded needs of successful business owners who are enjoying a wonderful lifestyle and require a different kind of financial plan.
Lifestyle Preservation Planning™ essentially means maintaining a current and future income stream that supports both the needs and wants of the owner.
So sit back, relax, and enjoy this special episode of Go Beyond Numbers!
Timecodes:
0:05 - Overview on the special dynamic of today's show
1:30 - Tony welcomes Kathleen Adams to the show
2:58 - Kathleen's path to Lifestyle Preservation Planning™
6:11 - How Kathleen helps clients understand what it is they want
10:12 - Confidence, opportunity and vitality
14:25 - Addressing the fear of living another 40-50 years
18:44 - The immediate desire from most of Kathleen's clients
20:38 - Examples of mistakes that people are making
24:47 - How Kathleen keeps herself informed on financial literacy and information
27:35 - How you can get in contact with Kathleen and her team at Second 50 Financial
28:35 - Closing remarks
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