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Work Is Optional: A Financial Advisor's Save Plan
A financial advisor walks into a podcast and says "work is optional." That's the whole show.
This is a vault episode I recorded in 2023 with Aaron Noskey, owner of Lakeview Financial in Rochester. Three years later, every line still lands. We cover why his wealthiest clients aren't business owners but teachers and bank managers, the 85 year old client who saved over a million dollars on forty thousand a year, the compounding math that turns a thousand dollars into six hundred eighty seven thousand, and the real reason "options" is the only retirement goal that matters.
TRY THIS TOMORROW
Open one new account today. Roth IRA, Vanguard brokerage, or a high yield savings account you cannot touch. Put fifty dollars in. Starting is the win.
Episode 58+ of Conversations That Count.
More at https://ctcpodcast.media
- (00:00) - Cold Open
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By David ShaftA financial advisor walks into a podcast and says "work is optional." That's the whole show.
This is a vault episode I recorded in 2023 with Aaron Noskey, owner of Lakeview Financial in Rochester. Three years later, every line still lands. We cover why his wealthiest clients aren't business owners but teachers and bank managers, the 85 year old client who saved over a million dollars on forty thousand a year, the compounding math that turns a thousand dollars into six hundred eighty seven thousand, and the real reason "options" is the only retirement goal that matters.
TRY THIS TOMORROW
Open one new account today. Roth IRA, Vanguard brokerage, or a high yield savings account you cannot touch. Put fifty dollars in. Starting is the win.
Episode 58+ of Conversations That Count.
More at https://ctcpodcast.media
- (00:00) - Cold Open