Episode 6

Published on:

1st Dec 2021

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

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Show artwork for Go Beyond Numbers

About the Podcast

Go Beyond Numbers
Rose, Snyder & Jacobs LLP take the conversation beyond numbers
Bringing over 40 years of experience working with businesses and their owners in the manufacturing, real estate and service sectors, Founding Partner of Rose, Snyder & Jacobs LLP, Tony Rose, dives into the world beyond numbers.

As the founding partner of the firm prominent tax and accounting firm, Tony spends his days providing management consulting advice to closely-held corporations, family owned businesses, partnerships, and the high net worth individuals that own them. Many believe his daily conversations surround the black and white figures on a client's spreadsheet. However, that's far from the truth.

Tune into each episode where Tony shares life lessons and learnings from thought leaders and change makers across the nation. Each conversation, each episode, is meant to provide you with knowledge that can be applied to your own life or business practices.

Learn more by visiting: https://gobeyondnumbers.com/