Oct 29, 2020
What do we need our money to do for us in “retirement?” Yes, pay our regular bills and hopefully some fun along the way. But there’s more to it, and important pieces that people often overlook. Stephanie and Kevin share a helpful framework for thinking about financial needs, and what type of assets are best suited to provide each out. Note The Four L’s is borrowed from renowned retirement researcher Dr. Wade Pfau.
Key topics discussed (bullet points with time stamps):
List of resources mentioned in episode, suggested reading & social media handles, contact information for guests:
● Forbes article, “Giving While Living, Not Just for Billionaires”
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