Kurt Berry one of the Advisors in the movement comes to us with another case study about a couple in their mid 60's that is looking to retire. You'll hear Kim's insights and how she navigates this conversation with clients to help them prepare financially and emotionally.   To learn more about the prosperity movement and help you and your clients build and keep wealth visit www.TheAdvisorAdvantage.com   To learn more about the Prosperity Economics Movement http://prosperityeconomicsadvisors.com/how-to-keep-your-mindset-positive-bonus-episode   Links and Resources from this Episode https://www.linkedin.com/in/kurtberry Ask your question at [email protected]   Show Notes Background of the case study - 3:15 Why we start with the emergency / opportunity fund - 4:52 Making a plan to recreate their income - 6:43 Creating income in a way that doesn't erode principle - 9:47 How to handle the reaction of telling someone they're not ready to retire - 10:25 Why an accurate assessment helps people move forward - 12:37 How to give people a perspective and a guide so they don't feel the need to retire - 14:21   Review, Subscribe and Share If you like what you hear please leave a review by clicking here   Make sure you're subscribed to the podcast so you get the latest episodes. Click here to subscribe with iTunes Click here to subscribe with Stitcher Click here to subscribe with RSS

Ver todos los episodios