EPISODE · Aug 1, 2025 · 17 MIN
Building Legacies with Terry Graham
from South Cobb LIVE!
🎯 Episode SummaryHost Elise White welcomes Terry Graham, founder of Legacy Builders Wealth Management (South Cobb, GA), for an inspiring conversation about retirement planning and generational wealth.🔥 Key Takeaways💡 Start Early: "A common myth is that they can wait...oh, I'm too young to plan for retirement." - Terry Graham💡 Financial Wellness: "Financial is a self-care. It is a form of wellness."💡 Keep It Simple: Terry breaks down complex concepts into easy "Barney style" presentations.⏰ Timestamps00:00 - Introduction 00:36 - Terry's mission with Legacy Builders 01:38 - Debunking retirement myths 03:27 - Personal stories shaping his career 05:52 - Financial planning as wellness 06:33 - Simplifying financial decisions 08:42 - Building Legacy Builders 10:41 - Financial education importance 13:56 - South Cobb Spotlight Sprint 15:40 - Contact info & events📚 What You'll Learn✅ Why waiting to plan retirement is a myth ✅ How to build generational wealth ✅ Simple retirement readiness questions ✅ Real client transformation stories ✅ Financial planning as self-care🎓 Action StepsStart retirement planning TODAYAsk: "Do I have a pension?"Think generationallyAttend educational webinarsReview plans regularly📅 EventsWeekly Webinars:Wednesdays: Stock Market Alternatives3rd Saturday: Retirement Planning & Annuities Search "Legacy Builders" on Eventbrite🔗 ConnectWebsite: legacybuilders.us Social: LinkedIn & Facebook - Legacy Builders Wealth Management💬 Join the ConversationWhat's your biggest retirement planning question? Comment below!Hashtags: #LegacyBuilders #SouthCobbLIVE #FinancialEmpowerment #RetirementPlanning #GenerationalWealth
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Building Legacies with Terry Graham
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