In this episode, financial advisors and retirement planners Jim Martin & Casey Bibb discuss the importance of setting boundaries and the power of saying no to protect your time, energy, and finances during retirement. We'll highlight key areas where you might need to say no, such as helping adult children beyond your means, avoiding high-risk investments, and overcommitting your time. We'll also emphasize how a well-structured financial plan can empower you to make better decisions and stick to your core values. Join us as we share practical advice on maintaining financial stability and ensuring a happy retirement.
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00:00 The Power of Saying No 00:09 Balancing Family Expectations in Retirement 00:39 Setting Boundaries for a Fulfilling Retirement 03:17 Top Five Things to Say No To in Retirement 03:37 Helping Adult Children Without Sacrificing Your Retirement 04:31 Avoiding High-Risk Investments 06:00 Managing Your Time and Commitments 08:03 Financial Planning for Sustainable Retirement 09:28 Navigating Conflicting Financial Advice 11:21 Cautionary Tales and Life Changes 12:37 Saying No with Confidence and Without Guilt 14:10 Empowering Boundaries with a Financial Plan 16:02 Q&A: Handling Family Conflicts and Guilt 19:51 Final Thoughts and Contact Information 20:42 Disclaimer and Legal InformationOpinions expressed herein are solely those of Martin Wealth Solutions, unless otherwise specifically cited. Material presented is believed to be from reliable sources, but no representations are made by our firm as to another parties’ informational accuracy or completeness. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that any statements, opinions or forecasts provided herein will prove to be correct. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation. Past performance may not be indicative of future results. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns. Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful.
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