Our 2 Cents

Episode 244: Gold Medal Retirement Planning


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On this episode of Our 2 Cents, Steve and Gabriel use the Olympics as a powerful metaphor for retirement, from preparing for your “opening ceremony” to optimizing your financial game plan. Tune in for practical insights on rebalancing, tax prep, and what it really takes to earn your own gold-medal retirement.

  1. Quotes of the Month:
    • "We live by the Golden Rule. Those who have gold make the rules." - Buzzie Bavasi
    • "If you think nobody cares if you're alive, try missing a couple of car payments." - Earl Wilson
  2. The Jetsons or Reality?:
    • According to this team, flying cars are already here... this has us asking, "Are we living in a sci-fi movie yet?"
  3. Olympic Lessons for a Successful Retirement:
    • There are a lot of lessons to be learned about retirement when you watch the Olympics.  
    • We're highlighting the significance of optimization in financial planning, drawing parallels to athletes' precision and practice. 
  4. February Financial Planning:
    • A quick introduction to our Financial Planning Calendar topics for the month of February.
...more
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