Create A Retirement Plan That Works For You - Laura Rehbein and Lily Patrascu

Multimillionaire Private Wealth Advisor Shares How To Create A Retirement Plan That Works For You - Laura Rehbein and Lily Patrascu Laura Rehbein, with 30 years of experience, is the founder of Impavid Wealth Advisors, a franchise of Ameriprise Financial. She helps professionals and retirees turn financial confusion into clarity through personalized retirement strategies and is the author of Fearless Finance: A Practical Guide to Retiring with Confidence. Laura emphasizes the importance of creating a detailed financial inventory, addressing risks like inflation, taxes, and longevity, and surrounding oneself with the right experts for business exits or succession planning. Her approach focuses on continuously measuring money against the job it needs to do, ensuring clients retire with clarity and confidence. About The Guest Laura Rehbein is dedicated to helping individuals and families plan for a more confident financial future. She works closely with clients to identify and prioritize their needs and dreams, then builds tailored strategies designed to help them achieve their goals. With extensive experience in the securities industry, Laura provides a personalized and comprehensive approach to financial planning, offering expertise in retirement income strategies, estate planning strategies, investments, and small business planning. Her deep commitment to serving clients ensures they are well-prepared to enjoy the rewarding life they’ve worked so hard to build. For More Info About Laura Rehbein, visit: https://www.linkedin.com/in/laurarehbein/ https://www.ameripriseadvisors.com/laura.l.rehbein/ Timestamp 00:00 Introduction to Retirement Planning 00:07 Special Guest: Laura Rehbein 01:14 Creating a Personalized Retirement Plan 02:09 Common Missteps in Retirement Planning 03:55 Steps to Prepare a Retirement Plan 05:25 Common Pitfalls 06:53 Entrepreneurial Considerations 11:21 Advanced Wealth Protection Strategies 15:33 Challenges and Real-Life Cases 24:14 Contact and Connect with Laura About The Host Lily Patrascu is an ultra-creative book publisher and personal brand strategist for thought leaders, CEOs, luxury influencers. As an influencer, bestselling author, copywriter, global speaker, she supports busy entrepreneurs to find their message and share it with millions of people. Feel free to connect with me or find out more about my book publishing/influential entrepreneur events/speaking/ projects here: https://linktr.ee/lilypatrascu & https://www.lily.global I am launching a few collaborative books: on property wealth strategies, confidence, millionaire secrets, health tools, AI, and seeking influencers with large communities to promote their expertise with the books. I can help you write/ghostwrite and publish your books in 90 days. Message me (Lily) on +447557351222 to collaborate. If you want to be featured on this podcast, and you're a successful entrepreneur able to share about how you grew your company, book your spot here: http://www.lily.global/podcast - *********************************************************** Getting featured is free. 🎧 Listening is free. But creating this podcast takes time, energy, and resources. If you’d like to support Lily’s mission to inspire people worldwide, contribute here: https://support.lily.global/e/awakenedtitanspodcast Your support keeps the Awakened Titans Podcast alive and growing. *********************************************************** IMPORTANT: Earnings and Legal Disclaimers We don’t believe in get-rich-quick programs or guarantees of specific outcomes. We believe in hard work, adding value, and serving others, and our programs are designed to help you achieve those goals. As stated by law, we cannot and do not make any guarantees regarding your ability to achieve financial results, earn money, or improve your health using our ideas, information, programs, or strategies. Your success depends on your own efforts, skills, and circumstances, which are beyond our control. We are here to support you by sharing our strategies to help you progress, but nothing on this page, any of our websites, videos, marketing materials, or in our emails constitutes a promise or guarantee of future earnings, financial outcomes, or health improvements. Any financial or health-related examples, estimates, projections, or past results referenced are for illustrative purposes only and reflect the views of the hosts and guests. They should not be considered as exact, actual, or assured results. If you have any questions, please contact us at [email protected]. Awakened Titans Podcast - with Lily Patrascu shares mindblowing conversations with influential business titans so you can manifest abundance, love, joy, success, through exponential business growth, innovative products and services, time/money management, property investment, funding, startups, quantum awakening, quantum manifestation, quantum healing, quantum miracles, motivation, high achiever habits and more!