Retire Well Retire Happy

Practical Retirement Advice

#Episode 195: Are You Ready To Flip The Switch And Discover Your Next Life Act Upon Retirement?

By Leave a Comment

Retire Well Retire Happy
Retire Well Retire Happy
#Episode 195: Are You Ready To Flip The Switch And Discover Your Next Life Act Upon Retirement?
/

Are you ready to flip the switch and discover your next life act upon retirement? Eric Brotman believes financial literacy is the key to well-being. When you stop work, life is not all about money. Are you ready to thrive in retirement?

Eric Brotman, a Certified Financial Planner, is the CEO of BPG Financial Advisors with over 25 years of experience as a trusted advisor. Eric believes financial literacy is the key to well-being and is the author of multiple books on personal finance as well as the host of the Don’t Retire Graduate podcast.

Do you want to avoid having to make a financial decision by ‘flipping a coin’ and instead make decisions to navigate you from a position of knowledge? Eric has created a workbook to go with his book, Don’t Retire Graduate, to enable you to build your own Retirement Plan.

Get your degree in financial freedom so that you can:-

  • Maximize your peak earning years
  • Have creative strategies to pay yourself first to retire debt-free
  • Know Questions to ask your financial advisor

Life is more than having a bucket list.”

Eric Brotman

Eric challenges you to think about how you want to be remembered? There are plenty of ways you could make a difference in your community for example this is rewarding like working with young people or with seniors. The secret is finding a balance between working and saving enough so that you can still enjoy doing things that make life great.

Be ready for your next life act. Don’t wait until you retire to find out what you may enjoy in your golden years. Have that conversation with your significant other and make your way through the workbook to build your own retirement plan.

Connect online with Eric.

Have you listened to the last episode of Retire Well Retire Happy Podcast?

#Episode 194: Are You Feeling Empty And Unsatisfied Waiting For The Next Paycheck?

By Leave a Comment

Retire Well Retire Happy
Retire Well Retire Happy
#Episode 194: Are You Feeling Empty And Unsatisfied Waiting For The Next Paycheck?
/

Are you feeling empty and unsatisfied waiting for the next paycheck? Aaron Nannini, from Cash Uncomplicated, shares how to achieve financial freedom with common sense principles. Listen in and find out how to get out of that financial rut when you uncomplicate your money.

Listen in and find out how to get out of that financial rut when you uncomplicate your money.

Aaron Nannini is an author and founded CashUncomplicated.com, a personal finance website, after achieving financial success as an everyday person with an average salary. Aaron started educating himself after struggling with money in his twenties and sick of living paycheck-to-paycheck.

If you are in a financial rut then Aaron suggests that you need to pause and think about your spending habits. There could be a lot of mindless spending going on.

If you want to get out of your financial rut then a few little tweaks can make a really big difference.

  • Could you bring your lunch to work from home instead of eating out every day?
  • Could the habit of a daily coffee to turned into a weekly reward?

Where people get into trouble is they spend first and see what’s left after. If this sounds like you then help is available? Aaron has ways for you to systematically pay off your debts and start saving. If you want a path forward then Aaron has laid it all out in his book, Cash Uncomplicated – A New Mindset to Building Wealth.

Because Aaron has changed his mindset about personal finance this has eliminated so much of the confusion and stress he used to have about money. Are you unsatisfied waiting for the next paycheck? Aaron believes that anyone can achieve complete financial harmony without sacrificing their lifestyle or happiness.

Connect online with Aaron.

Have you listened to the last episode of Retire Well Retire Happy Podcast?

#Episode 193: Change Your Mindset About Investing To Discover The Secret To Get A Paycheck Every Month

By Leave a Comment

Retire Well Retire Happy
Retire Well Retire Happy
#Episode 193: Change Your Mindset About Investing To Discover The Secret To Get A Paycheck Every Month
/

Change your mindset about investing to discover the secret to getting a paycheck every month. Stephanie Walter, CEO of Erbe Wealth, is a legacy cash flow specialist, capital raiser, syndicator, and real estate investor. Stephanie made it her business to study what the wealthy do differently in regards to investing their money in real estate syndications.

Prior to founding her investment group, Stephanie followed her dream of being an entrepreneur and started her own insurance agency. She recently retired from that life after selling her large successful insurance agency of 16 years by following the key principles she now teaches professionals to use.

Stephanie changed how she invested after studying her wealthy clients and how they invested. Getting a monthly cash flow was key to a successful investment. Instead of putting money into a 401K wealthy people, she observed, were doing things differently and were investing in Real Estate or a business.

After being fatigued from being a single-family home investor and dealing with the maintenance issues attached with that Stephanie was inspired to dive into owning multi-family buildings via syndication.

Real estate syndication is a partnership between several investors. Investors combine their skills, resources, and capital to purchase and manage a property they otherwise couldn’t afford.

If you want to receive a paycheck every month of around 8% then changing your mindset about investing in the traditional asset classes is key. Stephanie now works as a financial educator with people of all ages helping them create true wealth so they can be free to live the life they want.

Stephanie can help you create multiple streams of income that do not involve trading more of your time for money. With an impressive 95% of clients reinvesting in new real estate syndications Stephanie is proving Erbe Wealth has worked out a winning formula.

Connect online with Stephanie.

Have you listened to the last episode of Retire Well Retire Happy Podcast?

#Episode 192: Learn How To Grow Your Money So You Live Beyond Your Years In Retirement

By Leave a Comment

Retire Well Retire Happy
Retire Well Retire Happy
#Episode 192: Learn How To Grow Your Money So You Live Beyond Your Years In Retirement
/

Would you like to learn how to grow your money so you live beyond your years in retirement? Mark Singer, Retirement Planning Expert, is the author of the book “Don’t Outlive Your Money in Retirement – 7 Key Steps”. Mark reveals the secret to his longevity has been asking the question other advisors simply don’t ask. 

Mark Singer is president of Safe Harbor Retirement Planning and a been a Retirement Planning Expert since 1986. Asking the questions other advisors simply don’t ask allows him to make the best decisions for each client’s unique situation ensuring retirement success.

It is just as important to save for retirement as it is to manage that transition to retirement. You spend years focusing on the accumulation stage to grow your money to compile that next egg however the distribution phase is key to achieving a successful retirement, according to Mark.

In his most recent book “Don’t Outlive Your Money in Retirement – 7 Key Steps”. Mark unveils the step-by-step process used to help maximize the retirement journey.

Do you know if you spend money today how will that impact you tomorrow? Whether or not you are in a position to pursue the life you wish in retirement a good place to start is with planning.

Do you know?

  • How much cash flow you need?
  • How much investment risk to take?
  • How much social security to take?
  • How to take care of your spouse?
  • About Legacy planning?
  • How to reduce taxes?

See if you are ready to retire now, take the quiz?

Connect online with Mark.

Have you listened to the last episode of Retire Well Retire Happy Podcast?

#Episode 191: How Hanging Out With Fellow Investors Can Make You Money In The Stock Market

By Leave a Comment

Retire Well Retire Happy
Retire Well Retire Happy
#Episode 191: How Hanging Out With Fellow Investors Can Make You Money In The Stock Market
/

Learn how hanging out with fellow investors can make you money in the stock market. Jamal Grady, the founder of the Wall Street Forum, shares why joining an investing forum will help you make money on Wall Street.

Jamal Grady has been a stock trader and investor for 12 years. After spending the first four years reading books and watching UTube videos on stock trading Jamal saw the benefit of starting a Forum for fellow investors.

Beginners can learn so much by hanging out with other investors. Investors of all levels of experience have the opportunity to see what others are doing and ask questions as well as bounce ideas off fellow investors on the Wall Street Forum.

The big advantage is that the main forum is free. Most of the questions are asked by newcomers and there is an array of investors experienced from a range of investment types that answer questions.

For those that want some extra help, there are paid subscriptions you can choose to help get you on your investing way. These include the 10 Buck Broker that includes receiving weekly stock picks and market commentary every Saturday. Any new stocks that we recommend can be entered into the next day the market is open.

They are all a pretty friendly bunch at the Wall Street Forum. If you are looking for help with the stock market, futures, forex, and more than this could be a great sounding board for you.

Connect online with Jamal.

Have you listened to the last episode of Retire Well Retire Happy Podcast?