Case Study: Mid 60’s Couple Looking to Retire – Episode 73

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

To learn more about the Prosperity Economics Movement

Links and Resources from this Episode

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.