In this episode, Matthew and Jim continue to take you on the project of the construction of the family blueprints by discussing wealth in a variety of ways. Asset classes, money timelines based on need, and risk elements as they relate to the asset distribution of your wealth. Remember, you don’t need all your money today!
In spite of the current economic climate, there still needs to be a plan. As a matter of fact, a plan is even more important during volatile economic swings. You’ll also learn about the 3 phases of retirement as defined by Financial Sobriety; Go Go, Slow Go and No Go. They aren’t necessarily what you may think and the stories related to the stages will entertain you.
This is the second of three episodes constructed from the “Blueprint Module”. They’re best listened to in sequence for the greatest impact and proper building on the foundation you’ve already established.