EPISODE · Mar 7, 2024 · 35 MIN
Special Episode: Retirement Planing with Jay Van Beusekom
from Red Zone Retirement Planning · host Adam Olson
Did you know that the journey into retirement is as much about discovering new purpose as it is about financial stability? In the latest episode of Money Mastery Unleashed, I had an enlightening conversation with Jay Van Beusekom about the psychological shift from saving to spending. With over 38 years in finance, he shared how many retirees often overlook the importance of lifestyle planning. Retirement isn't just an ending; it's a new beginning, a chance to "rewire," not just retire. It's fascinating to see how a well-rounded retirement plan extends beyond the numbers and into the realm of personal fulfillment and purpose. "People don't think about what they're going to do when they turn off that working switch. What's your purpose?" - Jay Van Beusekom What you will learn: Mindset Shift in Retirement Managing Spending in Early Retirement The Role of Financial Advisors in Life Events Personal Finance and Learning from Mistakes Learn more about Adam Olson by visiting the following links: Facebook Personal Website Business Website -- Investing involves risk, including loss of principal. Be sure to understand the benefits and limitations of your available options and consider all factors prior to making any financial decisions. Any strategies discussed may not be suitable for everyone. Securities and advisory services offered through Mutual of Omaha Investor Services, Inc. Member FINRA/SIPC. Adam Olson, Representative. Mutual of Omaha Investor Services is not affiliated with any entity listed herein. This podcast is for educational purposes only and may include references to concepts that have legal and/or tax implications. Mutual of Omaha Investor Services and its representatives do not offer legal or tax advice. The information presented is subject to change without notice and is not intended as an offer or solicitation with respect to the purchase or sale of any security or insurance product. Mutual of Omaha Investor Services and its various affiliates do not endorse or adopt comments posted by third parties. Comments posted by third parties are their own and may not be representative or indicative of other's opinions, views, and experiences.
What this episode covers
Did you know that the journey into retirement is as much about discovering new purpose as it is about financial stability? In the latest episode of Money Mastery Unleashed, I had an enlightening conversation with Jay Van Beusekom about the psychological shift from saving to spending. With over 38 years in finance, he shared how many retirees often overlook the importance of lifestyle planning. Retirement isn't just an ending; it's a new beginning, a chance to "rewire," not just retire. It's fascinating to see how a well-rounded retirement plan extends beyond the numbers and into the realm of personal fulfillment and purpose. "People don't think about what they're going to do when they turn off that working switch. What's your purpose?" - Jay Van Beusekom What you will learn: Mindset Shift in Retirement Managing Spending in Early Retirement The Role of Financial Advisors in Life Events Personal Finance and Learning from Mistakes Learn more about Adam Olson by visiting the following links: Facebook Personal Website Business Website -- Investing involves risk, including loss of principal. Be sure to understand the benefits and limitations of your available options and consider all factors prior to making any financial decisions. Any strategies discussed may not be suitable for everyone. Securities and advisory services offered through Mutual of Omaha Investor Services, Inc. Member FINRA/SIPC. Adam Olson, Representative. Mutual of Omaha Investor Services is not affiliated with any entity listed herein. This podcast is for educational purposes only and may include references to concepts that have legal and/or tax implications. Mutual of Omaha Investor Services and its representatives do not offer legal or tax advice. The information presented is subject to change without notice and is not intended as an offer or solicitation with respect to the purchase or sale of any security or insurance product. Mutual of Omaha Investor Services and its various affiliates do not endorse or adopt comments posted by third parties. Comments posted by third parties are their own and may not be representative or indicative of other's opinions, views, and experiences.
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Special Episode: Retirement Planing with Jay Van Beusekom
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