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#28 Creativity in Retirement Planning | Why Cookie-Cutter Strategies Fall Short
Most retirement strategies look the same: cookie-cutter, beige plans built from standard formulas. But life isn’t one-size-fits-all — and neither should your financial future. In this episode of the Legacy Life Podcast, we reveal why creativity matters in retirement planning and how to avoid the limitations of cookie-cutter approaches.
In this episode, you’ll discover:
• Insights from the Breakpoint and Beyond study on creativity and problem-solving
• How education and conformity shape the way adults think about money
• Why traditional formulas built around mutual funds and ETFs often leave people unprepared
• Better questions to ask when planning your legacy and retirement income
• How to design a plan that reflects your values, goals, and family story
📅 Schedule your free consultation today: https://calendly.com/ryan-1111legacy/30min
📲 Follow us on Instagram for daily faith + finance insights: https://www.instagram.com/legacylifepodcast/
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By Legacy Life FinancialMost retirement strategies look the same: cookie-cutter, beige plans built from standard formulas. But life isn’t one-size-fits-all — and neither should your financial future. In this episode of the Legacy Life Podcast, we reveal why creativity matters in retirement planning and how to avoid the limitations of cookie-cutter approaches.
In this episode, you’ll discover:
• Insights from the Breakpoint and Beyond study on creativity and problem-solving
• How education and conformity shape the way adults think about money
• Why traditional formulas built around mutual funds and ETFs often leave people unprepared
• Better questions to ask when planning your legacy and retirement income
• How to design a plan that reflects your values, goals, and family story
📅 Schedule your free consultation today: https://calendly.com/ryan-1111legacy/30min
📲 Follow us on Instagram for daily faith + finance insights: https://www.instagram.com/legacylifepodcast/