Now open for in-person appointments. Click here to book your meeting today

Money Isn’t Everything

November 12, 2020

The Principle:

Are you motivated by money? Or are you more motivated by personal fulfillment? What do you want both of those things to look like in retirement?

(Want to jump ahead in the episode? Click the featured times below to skip to a specific section.)

Honest Takes:

Money isn’t everything…but it is still important. On today’s episode of the podcast, we talk about finding fulfillment and enjoyment in what you do for work and what you do in retirement. Then, we’ll talk about how some people aren’t saving enough for retirement in order to live the life they want.

Brian loves what he does. To some, it might sound boring to work with numbers and money all day long, but to him, it’s a great job. He gets to build a relationship with clients and see them through the good times and the bad. He gets to advise people on the strategies that will be most successful. Do you love what you do?

What do you think retirement will look like? Think of retirement as doing whatever you want to do with the rest of your life. You’ll probably want to have a hobby or even a job, watching TV all day long will get old quick. What’s your plan to make your retirement dreams possible? 

Have you saved enough for retirement? As people are living longer, we need to save for more years of retirement. The simple fact is this: you have to start saving for retirement early. There are so many resources that can help guide you–don’t wait until you turn 65 and are ready to retire to work with a financial advisor.

Listen to the entire episode or click on the timestamps below to find out more.

[0:15] – What does Brian love about his job?

[2:16] – What are you going to do in retirement?

[3:55] – Do you know what you’re paying in fees?

[6:02] – Your money will have to last you longer than you think.

[8:59] – People are living longer.

Today’s Truth:

“People are living longer. So, if you retire at 65, you might need it for 30 years, that retirement income. How are you going to do it?”

Brian Bowen

Subscribe:

The Host:

Brian Bowen – Contact

Brian Bowen Integrity Financial Planning Roanoke Virginia discusses the deferred payment plan Bobby Bonilla and his agent were able to work out