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Ep 109: Retiring With Honors: Financial Planning Lessons From The Classroom
Manage episode 363552589 series 2536305
From time to time, we like to look at issues faced by people in other professions outside of the financial world and see what kind of retirement planning lessons we can learn from them. In today’s episode, we’re seeing what we can learn from teachers and the issues they face. Let’s look at how homework, standardized testing, and customized learning approaches relate to financial planning.
Here’s what we’ll discuss in this episode:
- Everybody hates homework, but an advisor can help. (1:56)
- Like standardized testing, cookie-cutter planning isn’t ideal. (4:36)
- Age-appropriate advice is critical in financial planning. (12:04)
- Lifelong learning is a great habit to develop. (15:04)
- Mailbag: Should I pay off my mortgage before I retire? (17:33)
- Mailbag: Gifting vs. lending money. (18:49)
Use the code “knowyournumber” to access the Know Your Number course for FREE!
Want to set up a meeting with us? Visit us here: http://talkwithlee.com
Get more financial education at http://myretirementclarity.com
152 episodes
Manage episode 363552589 series 2536305
From time to time, we like to look at issues faced by people in other professions outside of the financial world and see what kind of retirement planning lessons we can learn from them. In today’s episode, we’re seeing what we can learn from teachers and the issues they face. Let’s look at how homework, standardized testing, and customized learning approaches relate to financial planning.
Here’s what we’ll discuss in this episode:
- Everybody hates homework, but an advisor can help. (1:56)
- Like standardized testing, cookie-cutter planning isn’t ideal. (4:36)
- Age-appropriate advice is critical in financial planning. (12:04)
- Lifelong learning is a great habit to develop. (15:04)
- Mailbag: Should I pay off my mortgage before I retire? (17:33)
- Mailbag: Gifting vs. lending money. (18:49)
Use the code “knowyournumber” to access the Know Your Number course for FREE!
Want to set up a meeting with us? Visit us here: http://talkwithlee.com
Get more financial education at http://myretirementclarity.com
152 episodes
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