Episode 157: Conversation with a Wealth Advisor on Encore Careers with James Woodall

Throughout the course of this show, we’ve talked about various aspects of creating your Encore Career. We’ve dived deep into mindset, marketing, and connecting with your ideal client. However, we haven’t talked much about the financial side of an Encore Career. We’ll step into that in this episode.

Our guest on today’s episode is James Woodall, a Certified Financial Planner and the owner of Woodall Wealth Management. He is located in the Dallas/Fort Worth area of Texas. Throughout his career, James has worked with people just considering retirement as well as with people who are still going strong at 95 years old.

In this episode, James shares his journey and explains some of the insights he provides for his clients. He also helps us understand many of the financial aspects of starting a business in your later years. Tune in to learn all of this and more!

We'll dive deeper into these concepts:

• James’ career history 
• Myths about taxes in retirement
• How to plan for retirement financially
• Some of the first conversations to have around budgets
• The phases of retirement
• How James guides his clients through “lean times”
• The “Big 3” questions James asks of his clients
• Deciding on goals for each phase of your Encore Career journey

Now, for some action steps:

• Learn more about Woodall Wealth Management
• Check out James’ Guides and Checklists
• Download the guide: My 5 Questions to Ask Yourself if You Want a Successful Mindset
• Download the free worksheet: Three Steps You Need for a More Productive Workday

• Take the Encore Career Clarity Quiz

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I thank you so much for being here and I’ll see ya next time on Creating Your Encore Career.

— Lynn

Episode Credits

If you like this podcast and are thinking of creating your own, consider talking to my producer, Danny Ozment.

He helps thought leaders, influencers, executives, HR professionals, recruiters, lawyers, realtors, bloggers, coaches, and authors create, launch, and produce podcasts that grow their business and impact the world.

Find out more at https://emeraldcitypro.com