Your Optimal Personal Economy PODCAST

Episode 21 - Planning Should Be Understood Over 60 Plus Years

April 12, 2018

It is common to try and perfect the 20-30 years of wealth building while growing a family and developing in a career. A traditional, successful approach may result in a sizable balance of investable assets. This traditional approach may also produce income during retirement that compromises lifestyle when looking at the income after taxes and after inflation. Thus, it is most optimal to understand how planning works for 60 plus years which consists of the wealth creation phase as well as the wealth distribution phase.

In this episode, Justin Bennett explains how the traditional approach to planning when creating
wealth may result in unintended consequences when going to create income from that wealth.

2018-57961
Expiration 4/2020

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