

158. “We have $2M, why can’t we retire?” (Part 2)
6 snips May 28, 2024
A couple near retirement explores managing financial fears, generosity, and seeking advice. They discuss overcoming fears, financial communication in relationships, and building a financial vision. The podcast highlights navigating wealth, seeking financial guidance, and tailoring financial planning for a secure future.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13
Introduction
00:00 • 4min
Exploring Generosity and Overcoming Money Fears
04:22 • 3min
Navigating Fear and Financial Communication in Relationships
07:07 • 7min
Navigating Fear and Financial Planning
13:46 • 7min
Overcoming Fears and Building a Financial Vision
20:34 • 8min
Exploring Financial Security and Seeking Advice
28:51 • 2min
Navigating Wealth and Financial Guidance
30:24 • 6min
Overcoming Fear and Inertia in Seeking Financial Advice
36:22 • 6min
Tailoring Financial Planning for Rob and Adrian
42:28 • 7min
Navigating Wealth Projection and Financial Regrets
49:49 • 13min
Exploring Retirement Scenarios and Income Generation
01:02:44 • 3min
Navigating Financial Challenges and Relationship Dynamics
01:05:32 • 6min
Exploring Fear, Communication, and Financial Planning
01:11:31 • 2min