Ep 9: The Risks Savers Face: Not Spending Enough - Part 4

EPISODE · Nov 7, 2019 · 14 MIN

Ep 9: The Risks Savers Face: Not Spending Enough - Part 4

from Unlocking Your Financial Future · host BA Schrock Financial Group

On the final installment on our series about the missteps that savers make along the way, we turn our attention to something most people love to do: spending. Savers aren’t the best at this because it’s a complete shift in mindset, but there will come a time when you need to spend the money you’ve been working so hard to accumulate.   Show Notes: https://www.baschrock-fg.com/podcast/ep-9-the-risks-savers-face-not-spending-enough-part-4/   Today's rundown:  1:01 – Welcome Ben and Keith.   1:24 – We love the success stories from our clients   2:34 – Getting to Know Ben: What’s the most universally well-known movie that you’ve never seen before? 4:58 – Let’s move to our main conversation on savers. 5:41 – It’s a different mindset for savers when they move into retirement. 6:58 – How does that process work with clients when they want to know what they can spend? 8:33 – Client story about someone that’s spent their money. 9:29 – Life happens so take advantage of your chance to enjoy your retirement. 10:59 – We also see people that love spending money and sometimes we have to slow them down.

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Ep 9: The Risks Savers Face: Not Spending Enough - Part 4

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