The show aims to provide listeners age 45 and over with strategies to shift the traditional waiting-for-retirement model to a journey of compelling life chapters.
In the interview, Rogé discusses how to create a financial plan, starting with the key questions we all need to ask ourselves:
- How does our plan relate to our personal pursuit of happiness?
- What things are really important in our life, and what aren’t?
- And what do we want our legacy to be?
The episode also divulges strategies for saving and investing during these volatile times, as well as the new rules of retirement planning we may need to explore.
To listen to the full recording, click here.