Sep 24, 2021
What can we learn in life from those who have come before us? Asking yourself that question frequently is going to keep you in the right mindset to achieve great success in whatever you do throughout life. But we can also apply the thinking specifically to retirement. What can we learn from those who have successfully retired already? What do those folks have in common and can we implement the same strategies and habits?
Using Stephen Covey’s The 7 Habits of Highly Effective People as inspiration, Joel has mapped out the 7 Habits Of Highly Successful Retirees for today’s podcast. Listen and see if you’re living out these habits or if you might need to tweak your approach to financial and retirement planning.
As part of our summer podcast series, we're going back to the most popular topics of the past year or more and revisiting them once again.
Read more and get additional financial resources here: https://johnsonbrunetti.com/7-habits-of-highly-successful-retirees/
What we discuss on this episode:
1:19 - Having A Great Savings Withdrawal Strategy
2:44 - Diversifying For Everlasting Income
3:30 - Fending Off The Tax Man
4:45 - Leveraging Dividend Stocks
8:25 - Maintaining A Modern Estate Plan
10:15 - Don’t Be Afraid To Take Risks
12:38 - Always Know Where You Stand