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Bringing Your Money to Life, Investment Allocation Approach and Disposition Allocation Approach
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Chapter 13: Bringing Your Money to Life and
Chapter 14: Investment Allocation Approach and Disposition Allocation Approach
Discover the key to aligning your financial resources with your life goals and dreams in retirement. Learn how to strategically allocate your wealth to empower your desired experiences, accomplishments, impact, and security. But what happens when your financial strategies no longer work? Stay tuned to find out what retirees need to keep in mind when they've retired and aren't interested in taking as much risk…
In this episode, Len Hayduchok discusses how to:
- Discover how to expertly align your financial resources with your life goals and dreams.
- Uncover effective financial strategies to secure a comfortable retirement.
- Learn about varying and equally rewarding approaches to investment allocation.
- Understand the crucial role of wealth accumulation and financial security in retirement.
- Gain insights into adapting financial strategies to cater to fluctuating needs in retirement.
Key Takeaways:
- Aligning Financial Resources with Goals
To achieve a meaningful retirement, it's crucial to align financial resources with personal aspirations.
- Effective Retirement Strategies
Retirement necessitates a careful reevaluation of financial strategies. The focus should switch from wealth accumulation to wealth preservation and proper allocation for wholesome spending.
- Rewarding Investment Allocation
Investment allocation becomes a pivotal factor when aiming for a fulfilling retirement. This approach not only meets basic financial needs but also caters to life goals, hopes, and dreams.
“Don't let the strategy that got you to retirement be the same strategy that gets you through retirement."
— Len Hayduchok
About the host, Len Hayduchok:
Len Hayduchok is a Certified Financial Planner with over 25 years of experience in the financial services profession. He is the founder and President of Dedicated Financial Services and Dedicated Senior Advisors, providing comprehensive wealth management programs to individuals in their retirement and retirement-planning years. Len is committed to advising clients based on their best interests and has extensive training in securities and life insurance. He is a graduate of the Wharton School of Business and Biblical Theological Seminary. Len is dedicated to client and community education, offering various resources and instruction on retirement-related topics.
Learn more about Len’s book:
MaxAMAZING Your Retirement: Practical Guidance for an Enjoyable and Fulfilling Capstone to Your Life
Book website: https://maxamazing.com/
The book "MaxAMAZING Your Retirement" challenges the conventional view of retirement as merely accumulating assets and emphasizes the importance of aligning financial resources with one's true values and desires. Len introduces his Life/Money System, guiding readers through a journey of self-discovery and financial planning to achieve a meaningful and fulfilling retirement.
Dedicated Financial Services (Company website): https://www.dedicatedfinancialservices.com/
CONNECT WITH LEN:
LinkedIn: https://www.linkedin.com/in/dedicatedfinancialservices/
Show notes by Podcastologist: Hanz Jimuel Alvarez
Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.
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