Investing Without a Plan

30/09/2025 17 min Episodio 30
Investing Without a Plan

Listen "Investing Without a Plan"

Episode Synopsis

"If you don't know where you're going, any road will get you there."

Today Rick and I unpack a case study of some new families he's met with who were doing a great job investing and capturing the growth of the market.
 
The problem? 

They had never checked to see when they personally could retire. 

The answer shocked them.
Tune in to hear the whole conversation.