Many think retirement planning is all about number crunching. While undoubtedly important, you first need to consider the personal and social aspects of your ideal life and retirement. Then align your resources to best support it.
 
You may recall from your studies psychologist Abraham Maslow's work on the Hierarchy of Needs. Maslow's work translates to retirement quite well. Interestingly, many types of needs are met at least in part through work. Take work out of the equation and those needs remain. So how do you meet them in retirement, so you can be a happy and fulfilled self-actualizer?
 
Hear Kevin discuss Maslow's work and how it relates to retirement. He'll discuss real-life stories of how clients have retired but struggled to meet needs without work with the hope of helping you avoid the same.
 
 
Timestamps:
0:58 - Back from first successful camping trip
4:03 - What does this hierarchy have to do with finance?
6:39 - Looking back on undergrad school
12:37 - Moving up the pyramid
15:27 - Client stories to illustrate this idea
26:12 - Differences between gender
30:21 - Exploring these levels with clients
 
 
Contact:
True Wealth Design Website: http://www.truewealthdesign.com/
Call: 855-893-7526
Schedule: http://bit.ly/calltruewealth

Ver todos los episodios