Making Money
How to afford a good retirement - 9 levers to build wealth
Oct 28, 2024
George Agan, a Chartered Financial Planner with extensive experience in guiding individuals towards financial security, dives into proactive retirement planning. He discusses generational financial disparities, highlighting challenges for baby boomers versus younger adults. Agan shares insights on the importance of treating time as an asset and adopting versatile strategies for income generation. He emphasizes smart investments, maximizing tax efficiency, and the evolving nature of work for long-term stability, encouraging adaptability and continuous self-education in financial planning.
01:09:04
Episode guests
AI Summary
AI Chapters
Episode notes
Podcast summary created with Snipd AI
Quick takeaways
- Younger generations face significant challenges in retirement planning due to high housing costs and must take personal responsibility for their financial futures.
- Reliance solely on auto-enrollment for retirement may lead to insufficient savings, necessitating proactive assessment and engagement with financial planners.
Deep dives
Outsourcing Compliance for Businesses
Outsourcing time-consuming administrative tasks, especially compliance work, can significantly enhance business efficiency. Compliance with standards such as GDPR, SOC 2, and ISO 27001 is essential for closing deals, though not the core focus of running a business. Vanta automates up to 90% of security compliance tasks, enabling businesses to prepare for audits in a matter of weeks rather than months. This approach saves time and costs, allowing business owners to focus on growth and operations rather than bureaucratic hurdles.
Remember Everything You Learn from Podcasts
Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
