The Lessons We've Learned - [Ep. 49] скачать в хорошем качестве

The Lessons We've Learned - [Ep. 49]

In this reflective episode, Bill and John look back on 49 episodes of Retire Stronger and revisit the core principles that drive their philosophy: behavior over returns, guardrails over guesswork, purpose over probability, and tax planning over tax deferral. They discuss the dangers of chasing a “lawnmower number,” why retirement isn’t about beating the S&P 500, and why the real risk isn’t market volatility — it’s your behavior and the structure of your plan. Plus, a special announcement about the future direction of the podcast. ⏱️ Timestamps 00:00 – Behavior matters more than returns 01:06 – Episode 49 reflection & big announcement tease 03:36 – Core retirement principles that don’t change 05:10 – Tax planning vs. tax deferral (and the IRS as your “partner”) 07:00 – Purpose over probability in retirement 09:10 – The biggest risk investors take 11:30 – What retirees misunderstand about financial planning 17:33 – The danger of the “lawnmower number” 19:33 – What retirement should really be about 24:27 – Major announcement: shifting the podcast format If you’re within 5–10 years of retirement (or already there), this episode will challenge how you think about risk, income, and the true goal of retirement. Schedule a ⁠Complimentary Assessment: crownadvisorgroup.com/complimentary-assessment/⁠ Phone: 704-469-0200 Email: info@crownadvisorgroup dot com Website: ⁠https://crownadvisorgroup.com⁠ #RetireStronger #RetirementPlanning #FinancialPlanning #BehavioralFinance