Episode 16: How Age & Wisdom Play Into Financial Planning

Oct 26

In this episode we talk about age & wisdom when it comes to retirements. We talk through how individuals change their financial mindsets as they age.

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[1:44] – How are our members changing their perspectives about money and what wealth means to them as they age?

[4:51] Is there anything individuals often say they wish they would have done earlier?

[6:37] As people approach retirement, do you find that they worry about financial issues more or less?

[8:17] Do you find that people change their opinion about leaving a legacy as they move further into retirement?

[10:58] Do you see that people change their opinion about taking risk as they age?

Nicolas Davis

Episode 17: Retirement is as Easy as a Jigsaw Puzzle