When you understand how to leverage active and passive income, you can create a wealth plan that fits your desired lifestyle at retirement. In episode seven of Wealth Series 2.0, Ben Kinney, Bob Stewart, and Chad Hyams talk about how to successfully "flip the triangle" and plan for retirement.

Disclaimer: You should not use our advice to make financial decisions. We highly recommend you seek professional advice from someone authorized to provide investment and retirement advice.

In this episode, we cover the following:

• The goal of flipping the triangle [2:39]
• Flipping the triangle exercise [4:00]
• How financially free people live [7:15]
• Flipping your triangle faster [7:52]
• Flipping the triangle examples [8:34]
• Prioritizing income-producing assets [13:00]
• Stats about retirement [14:00]
• Calculating a comfortable retirement [15:29]
• The 4% Rule, examples, exercises [18:05]
• Social Security benefits and examples [24:45]
• Retirement worksheet [27:25]
• Planning for retirement [33:00]

Resources discussed in this episode:

• Enroll in Wealth Series 2.0: https://WinMakeGive.com/wealth/ to receive all the workbooks and have the resources emailed to you directly
• Download the workbook and resources for Episode 6 at https://winmakegive.com/wealth-part-7/
• Win Make Give Facebook group: https://www.facebook.com/groups/WinMakeGive

Connect with the hosts:

• Ben Kinney: https://www.BenKinney.com/
• Bob Stewart: https://www.linkedin.com/in/activebob
• Chad Hyams: https://ChadHyams.com/
• Book one of our co-hosts for your next event: https://WinMakeGive.com/speakers/

More ways to connect:

• Sign up for our weekly newsletter: https://WinMakeGive.com/sign-up
• Explore the Win Make Give Podcast Network: https://WinMakeGive.com/
• Listen to Win Make Give Season 3 on YouTube: bit.ly/3pPEdAx

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Part of the Win Make Give Podcast Network