Taking Care of Your Family
Taking Care of Your Family

Episode · 10 months ago

Putting Your Retirement Shield in Place

ABOUT THIS EPISODE

Retirement planning can be complex. It can also be made very simple. In this episode you'll know the primary pieces you need for a safe and secure retirement. Protect your family and enjoy the future by putting your Retirement Shield in place.

And welcome to the taking care of yourfamily podcast with financial experts and number one Amazon, bessellingauthors, George and Angi Politaros. Each episode feature helpful, insize,practical tips and reliable strategies to help make your retirement asenjoyable as possible for the next few minutes enjoyed listening as cohostBethany builtson talks with George and angit about taking care of your family. Well, once again, I am joined by AuntiePaultaras. She is the CO author of taking care of your family. How toproperly plan for retirement without taking unnecessary risks. You can pickup a copy on Amazon, so we should e do that and to thank you so much forjointing me again. Thank you. Thanks for heavingme, so chapter eight of yourbook. This is the last chapter. It's called the retirement shield and Ireally enjoyed talking bit you and just...

...hearing your passion for helping peoplereach their goals and kind of reach their dreams honestly for retirement.Do you think it's ever too early or too late for a person to start kind ofreevaluating, their retirement plans? Absolutely not you're, never too old oryou're. Never too young yea, you're, a young girl and you're married. Ibelieve Lis Malop, it's a perfect opportunity to come in and sit down.There's products out there for you to have your own pension tand, create ityourself. So there's different things that we canstart now to set you on the path and see and show you in the next fiftyyears, how D Yo, how you can achieve them and each year we would sit downwith you and we would reevaluate and say at my own course. How can I changeit? What's happened in the world? How can we make it better? The beautiful thing is that you havetime you have youth you're young. You can take risk, whereas somebody, my age,doesn't have that time. Time is not on our side to Cretate our retirement, butif you have four five years or even at...

...the end, it's never it's never to never too late to come, say US H,because we want to. We can there's many things that we can do to changepeople's portfolios and guide them and the system, and even if they don't makeany changes. It just opens their eyes to what's there and really what theyhave, because a lot of people think they know what they have and know what,how down the road it's going to affect them and if they're eventually going torun out of money and when they're going to run out of money. So that's whattheir retirement shield will show you all of these things. So it's never youryour perfect age and if you're seventy you're still perfect. Well, that's good, I'm sure that'sreturing for a lot of people that are watching and listening what about your job? How long have youbeen doing this? Oh, I think about five to seven years. I think, okay, Isaid Coffee Company for thirt years,...

...yeah. Yes, I did and then you know Istarted in this business with my brother. So but this business is very rewardingbecause yeah we creatate the retirement shield product for them and we sit downwith people. Sometimes they come in there they'revery upset. Sometimes they come in they're, very confident, but whenyou're done and you see the results and you see what changes they can make andhow it affects heir life it. I feel like in the end that it's my money andthat I created this and it's like I'm going into my retirement with them. Soa little crazy. But that's how I feel I just fined to be so beautiful that youknow George and I can really help people change their lives or the paththat they're on yeah and that's so rewarding well and you're, right yeah,but its very rewarding, I'm sure being able to sit down with someone thatfeels overwhelmed and just kind of on...

...the brank, so to speak over theirfinances, something as as important as money and something that does cause alot of stress for a lot of people and to be that source of encouragement andand kind of a voice of peace. So to speak, just to guide people through andhelp them make the right decision. My husband and I were both in ourmidtwentis. So what would you say to of us is wewere thinking about the futureand just going forward if you could give any advice to his? What would thatbe, I would say, sit down with us. Let us look at your portfolio where you'reat and, as I said earlier, there's a lot of products out there, because I'msure you're what you do for a living. You don't have a pension you're notgoing to be offered a pension right. There's products out there that we canoffer you pension within them. That will be tax free when you retire. Sothat's something fagulous that you have on your side, which is just you, havethe youth, which is something that you canpurchase now and you'll. Have itgoing into your retirement. So when you...

...turn it on at sixty seven or sixtyeight you'll have it turned on for thirty years as a pension, which is youknow and then see where you're at what your expenses are, what your dreams are,I'm sure you're going to want to maybe have children and by a bigger house andby more cars. You know: Yeah set your path up for you, T'sjus yeah, how's, itgoing to happen and save yeah. How much do we have to SAV to create how we wantto live tecreet that create this lifestyle in fifty years? How much money do I have to have tocontinue this lifestyle so that we show you within our program now? You may notbe able to use with this question, but do you have a story of like a favoriteclient that you've worked with or just a success story that you' reallyenjoyed seeing playin out? Oh, my God, I have so many clients. Idon't really. I don't think I really have a favorite one, really like FiPickin, your favorite, kid, I'm sure that's ono what it's like!...

I don't know because everybody, youknow what I connect with all of them different and then to us. They becomeour family. So it's we. You know, as I said, we would meet the first time andthen we would meet again and then we would meet on our anniversaries on ourinniversary date for you and we would just stay connected. But I can't say that we have a customerthat hasn't left happy at hasn't stayed withus in our in our family. So it's not always about you know you create theretirement shed plan, it's not even about if they make all the changes.It's always about. You know that we build or continue our family extendedfamily, so to speak, yeah, it's just. I love that th Ug, that's so sweet tome, and I love that you guys have that mindset in your office of family andhow important that is. I just, I think, that's really sweet and really cool. SoI would highly encourage everyone to pick up a copy of your book. It'scalled taking care of your family how...

...to properly plan for retirement withouttaking unnecessary risks it's by Antipolataris. You also wrote it withyour brother George, to branture to go and kick up a copey on Amazon, and youalways so good as talk to you. Thank you so much. Thank you. Thank you forbeing so kind. Thank you have a great day, thanks for listening to the taking careof your family retirement podcast with financial exports and number one Amazonbest, Olin Authors, George and Angy Politaros. You can request a copy oftheir best selling book or schedule A conversation with them about yourfinancial future, but going to the website genuine financial advisors, com.

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