Go Beyond Numbers - Lifestyle Preservation Planning with Kathleen Adams
In the latest installment of Go Beyond Numbers, Tony and Ryan welcome a special guest to the show, Kathleen Adams, to discuss the unique concept of Lifestyle Preservation Planning™.
Kathleen is the Founder of Second 50 Financial. As a financial planner for over 20 years, she and her team have developed a process to address the expanded needs of successful business owners who are enjoying a wonderful lifestyle and require a different kind of financial plan.
Lifestyle Preservation Planning™ essentially means maintaining a current and future income stream that supports both the needs and wants of the owner.
So sit back, relax, and enjoy this special episode of Go Beyond Numbers!
0:05 - Overview on the special dynamic of today's show
1:30 - Tony welcomes Kathleen Adams to the show
2:58 - Kathleen's path to Lifestyle Preservation Planning™
6:11 - How Kathleen helps clients understand what it is they want
10:12 - Confidence, opportunity and vitality
14:25 - Addressing the fear of living another 40-50 years
18:44 - The immediate desire from most of Kathleen's clients
20:38 - Examples of mistakes that people are making
24:47 - How Kathleen keeps herself informed on financial literacy and information
27:35 - How you can get in contact with Kathleen and her team at Second 50 Financial
28:35 - Closing remarks
Connect with Tony Rose: