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Choose the Life You Want and Get Busy: Welcome to Worth It! Episode #1

Podcast

November 8, 2017

Wow, we can hardly believe this is really happening, but it is. Welcome to the Worth It podcast. This first episode is a conversation between my brother Dustin and me, Danielle. It’s a snapshot of who we are, what we believe, and why we are doing this podcast. We are Millennials and we work in the financial industry and help people like you with life planning. It’s our goal to help you live your best life, your fairy tale life – and it’s not all about money, investments, and retirement accounts. You may be surprised to hear that coming from us, but it’s what we really believe. We invite you to join us for each week’s episode as we discuss what it means to create a life plan, how financial planning fits into that, but also how getting in touch with what we want our lives to be, matters most.

Choose the Life You Want and Get Busy: Welcome to Worth It! Ep 1 Click To Tweet

The life you want doesn’t have to only exist in fairy tales

Dustin and I really believe that. We believe that anyone can take steps to create a life they’ve only dreamed of… but notice what we said: you have to create it. It won’t happen by accident. It’s not something that just happens. It requires a clear view of your goals and a detailed plan for how you’re going to get there. But anyone can do it – and we’re here to help. On the Worth It podcast we’ll take a deep dive into exactly how to go about doing that, from a life planning and financial perspective – because we want your dream life to become your real life.

We want to help you reverse engineer your retirement and determine the timing of it

Retirement planning isn’t a predetermined formula that applies to everyone in exactly the same way. Each retirement plan is as individual as the person making it. Dustin and I believe it’s our role to help you figure out your retirement planning goals – the ones that you’ll be proud of as you approach the end of your life. We also believe that you can decide to reach the point of retirement much earlier than the traditional “retirement years” if you want to. Who says you have to wait? If you choose the life you want, who says you can’t have it on your terms? Find out more about how you can build a life plan that sets you up for the future you want, on the Worth It podcast.

We want to help you reverse engineer your #retirement and determine the timing of it Click To Tweet

When your life comes to a close, what will you TRULY be proud of?

It’s never a comfortable thing to talk about death and dying, but it’s a reality we can’t avoid thinking about if we want to live our lives wisely. Dustin and I started the Worth It podcast because we want to use Dustin’s experience as a CERTIFIED FINANCIAL PLANNER™ (and I’m training to be a CFP® myself) to help you set the financial goals that fuel the life you really want to live. When your life comes to a close, you want to be proud of the way you lived it and the things you did with it. We hope that you will subscribe to the podcast so we can go with you on that journey.

In the financial industry, it’s vital to work with someone you trust

The financial planning industry has gone through a lot of changes in the past 10 to 15 years. As a result, it’s not uncommon for those in the millennial generation to be skeptical when it comes to professionals whose job it is to help them move toward their money goals. We agree, it’s vital to work with someone you trust, someone who gets you and the goals you have for the kind of life you want to live. Our hope is that as you hear our approach to life planning you’ll see that we are working hard to become a trusted voice that Millennials can listen to about retirement goals, investments, and choosing the life they want to live. This is the Worth It podcast, we hope you take the time to listen, learn, and live.

In the #FinancialAdvisor world, it’s vital to work with someone you #trust Click To Tweet

Outline of This Episode

  • [1:18] Why it shouldn’t be only wealthy, older men who know how to invest
  • [2:34] Who we are and where we come from (Dustin and Danielle)
  • [11:40] The challenge and fun of working together professionally as brother and sister
  • [13:40] The history of the financial planning industry and how life planning fits in
  • [18:20] Learning to live without life passing you by
  • [22:40] The top 5 regrets of those who are dying
  • [29:10] Retirement is important but other things are more important
  • [35:57] How financial planning is the architecture of life planning
  • [37:16] What to expect in future episodes of Worth It!


Resources & People Mentioned


Connect With Danielle and Dustin

Tweets You Can Use to Spread The Word about Worth It!

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