Take Back Retirement

18: How Do We Prepare for the Worst? with Mary Beth Simón


Listen Later

"Most of us do not do enough to prepare for the unexpected." How sure are you that you, your family, and your business are ready in times of emergency?

Our guest today is Mary Beth Simón. She founded Niche Partnership Consulting "to solve real-world problems faced by individuals and entrepreneurs" with particular emphasis on helping them create their contingency plan to keep business and life running smoothly in an emergency.

Listen in and learn why most people's "contingency plans" are seldom robust enough when challenging times arrive and the most common things that they overlook when it comes to having their plan ready for deployment. Mary Beth also explains why contingency plans are not just for the elderly or sickly and why it is, in fact, never too early for anybody to start preparing theirs.

Key Topics:

What does Mary Beth do, exactly? (1:52)

Optimizing our processes to be ready in times of emergency (4:45)

Why Mary Beth has her clients create a paper plan as opposed to a digital plan (07:00)

What most people don't realize when it comes to having a contingency plan ready (8:02)

How a leader and their second-in-command can best prepare for the unexpected (10:32)

The process that Mary Beth uses when working with business owners (14:32)

"There aren't that many people that you can pay to figure it out in an emergency." (15:55)

Why do people avoid preparing for the inevitable? (18:07)

Why everybody needs a contingency plan (21:50)

How Mary Beth works with different kinds of clients on their plans (26:30)

Three things that anybody can do to be more prepared right now (31:26)

Mary Beth's group program (34:23)

Why the time to have tough conversations is now (36:35)

"I don't need it. My life is simple." (37:36)

"It's easier to plan when you're not in the middle of a storm." (38:56)

Reach out to Mary Beth to learn how to be prepared in times of emergency. Download her free contingency plan kit at www.nichepartnershipconsulting.net/kit.

If you like what you've been hearing, we invite you to subscribe on your favorite platform and leave us a review. Tell us what you love about this episode! Or better yet, tell us what you want to hear more of in the future. [email protected]

You can find the transcript and more information about this episode at www.takebackretirement.com.

Follow Stephanie on Twitter, Facebook, YouTube and LinkedIn.

Follow Kevin on Twitter, Facebook, YouTube and LinkedIn.

...more
View all episodesView all episodes
Download on the App Store

Take Back RetirementBy Stephanie McCullough & Kevin Gaines

  • 4.9
  • 4.9
  • 4.9
  • 4.9
  • 4.9

4.9

18 ratings


More shows like Take Back Retirement

View all
Afford Anything by Paula Pant | Cumulus Podcast Network

Afford Anything

3,548 Listeners

The Stacking Benjamins Show by StackingBenjamins.com | Cumulus Podcast Network

The Stacking Benjamins Show

1,985 Listeners

Jill on Money with Jill Schlesinger by Audacy

Jill on Money with Jill Schlesinger

1,941 Listeners

Retirement Answer Man by Roger Whitney, CFP®, CIMA®, RMA, CPWA®

Retirement Answer Man

1,311 Listeners

Retirement Starts Today by Benjamin Brandt CFP®, RICP®

Retirement Starts Today

534 Listeners

ChooseFI by ChooseFI

ChooseFI

5,140 Listeners

The Retirement and IRA Show by Jim Saulnier, CFP® & Chris Stein, CFP®

The Retirement and IRA Show

744 Listeners

Stay Wealthy Retirement Podcast by Taylor Schulte, CFP®

Stay Wealthy Retirement Podcast

673 Listeners

Earn & Invest by Jordan Grumet (Doc G)

Earn & Invest

455 Listeners

Ready For Retirement by James Conole, CFP®

Ready For Retirement

816 Listeners

MoneyWatch with Jill Schlesinger by CBS News

MoneyWatch with Jill Schlesinger

428 Listeners

Retirement Planning Education, with Andy Panko by Andy Panko

Retirement Planning Education, with Andy Panko

951 Listeners

Catching Up to FI by Bill Yount & Jackie Cummings Koski

Catching Up to FI

358 Listeners

The Humans vs Retirement Podcast by Dan Haylett

The Humans vs Retirement Podcast

29 Listeners

The Great Retirement Debate with Ed Slott & Jeffrey Levine by The Great Retirement Debate with Ed Slott & Jeffrey Levine

The Great Retirement Debate with Ed Slott & Jeffrey Levine

144 Listeners