Welcome to Awe-Inspired and Retired! Caleb and Riley discuss putting together your retirement advice team. A key to a robust retirement is having the right individuals on your retirement team. Many great things in this world have been accomplished when a team of extraordinary people work together for a similar purpose. Whether you are a family, a sports team, a company, or an entire country… this concept holds true. We certainly are better together. So why should this be any different for our retirements?
Learn more about:
- Who are the primary team members that you need to create your robust retirement
- A recommended way to go about finding and building that team
- InvestorDNA’s philosophy on referrals
Memorable Quotes:
- “Creating your retirement dream team isn’t always easy. It requires an in-depth understanding of the jobs to be done so that you can determine the most important components of a successful retirement, and the people that would be best fit to deliver those components.“
- “Building a retirement, and investing to make money are not synonymous concepts. Former is retirement, or decumulation, and the latter is called saving or accumulation. Retiring marks this transition point from accumulation to decumulation. So it is important to know that we don’t build accumulation plans, we build decumulation plans.”
Resources:
Hosted by Caleb Miller and Riley Anderson of InvestorDNA
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