With so much emphasis placed on saving and investing throughout your working career to insure a secure and wealthy retirement, sometimes enjoying your life today can take a backseat. On today's show, we're joined by author and Certified Financial Planner Frank Legan to talk about adding humanity and the need to live your life in the moment into your financial planning. It's all about reaching a balance between planning/saving/investing for the future with treasuring and living your life today. In short, we're talking about choosing your investment choices - not necessarily which ETFs or funds, but the investment choices of what are your priorities in life.
We all know that we're responsible for our financial future, but at what point do we stop viewing "investment choices" as simply picking the right stock/ETF/fund/saving account and start placing a greater focus on choosing how much time we truly spend with those we care about and not always in the pursuit if more Benjamins? Make the right investment choices that align with your values, goals, and priorities!
In our headlines segment, we look into a all-too-common recurring theme: Americans and their penchant for spending. Talk about making investment choices in the wrong way! We throw out the Haven LifeLine to Jodi in Michigan who wants our take on annuities and how they can complement Social Security later in your retirement years. Could a deferred annuity be among the right investment choices for your finances?
And Doug brings it home by throwing out some investment returns-related trivia.
FULL SHOW NOTES: https://www.stackingbenjamins.com/financial-planning-for-your-life-frank-legan-1420
Deeper dives with curated links, topics, and discussions are in our newsletter, The 201, available at https://www.stackingbenjamins.com/201
Enjoy!
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