Welcome back everyone to “The Really REAL Real Estate Podcast!”
It’s no secret that every top athlete wants to continue to stay in peak physical shape to excel at their given sport. One of the ways they do this is by working with a strength and conditioning coach. This coach usually specializes in aerobic, resistance, and/or flexibility training that is suited to their specific sport. Well, as a homeowner, it’s imperative to stay in top financial shape in order to be able to afford and maintain the high-quality home you currently own, especially as you think about and move into retirement. Today, we talk with financial planner, Lucas Feathers, with Mutual of Omaha, about some of the basic principles every homeowner should focus on when it comes to retirement planning.
My name Lou Lombardi... now here's your host... the mister universe of real estate... Jason Wilcox
TALKING POINTS (3-5):
• Introduction (Jason)
• Introduce yourself (Lucas)
• Introduce your company and a brief overview of what services you provide to your clients.
• What is the basic definition of retirement planning?
• When is the best time to start thinking about retirement planning?
o Potentially discuss compounding interest.
• What are the basic questions you should be asking yourself when it comes to retirement planning?
• What are the retirement vehicles you recommend people have and fund on a regular basis?
• Should you ever borrow against your retirement accounts?
• What are the costs associated with having a financial planner in your corner throughout your adult life as you prepare to retire?
• Final thoughts
HASH TAGS:
#retirement
#financialplanning
#finanicalplanner
#strengthandconditioning
LINKS:
LUCAS:
https://www.mutualofomaha.com/
https://agents.mutualofomaha.com/agents/pa/pittsburgh/lucas-feathers
https://www.linkedin.com/in/lucas-feathers-4872991a
JASON:
https://jasonwilcox.cbintouch.com/
https://www.zillow.com/profile/jasonwilcox1987/
https://www.youtube.com/channel/UCrRksfKiMNteHKYRYrinAug?view_as=subscriber
https://www.facebook.com/jason.wilcox.186
https://twitter.com/jason_wilcox1
https://www.instagram.com/jason.wilcox1/
CONTACT INFORMATION:
LUCAS:
Cell Phone: 814-577-9446
Email: [email protected]
JASON:
Cell Phone: 412-651-4638
Email: [email protected]