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Description:
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In this week’s episode we discuss:
-our personal journeys: Steve and Pete
-the 9 different personality types and your underlying money motivations
-typical spending patterns in middle age
-how your spending patterns might change in retirement
-our ‘3 Wells of Wealth’ model
-Well 1 (living) – because expenses compound negatively
-Well 2 (lifestyle) – medium-term liquid investments in stocks, bonds, and cash
-Well 3 (legacy – compounding long term)
-the 4Fs model: finding your route to happiness in retirement
-designing your ideal day and lifestyle
-our parents’ generation: the pension, annuities etc.
-changing life expectancy
-the kids and leaving a legacy
Thanks for listening!
Download a free chapter from our book ’Low Rates, High Returns’
https://www.lowrateshighreturns.com/podcast
Pete Wargent
https://www.petewargent.com/
https://www.linkedin.com/in/pete-wargent-37228322/
Stephen Moriarty
https://twitter.com/SGM63 |
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