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 hello@pem.email
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
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