Taking Care of Your Family
Taking Care of Your Family

Episode · 11 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 ofyour family podcast with financial experts and number one Amazon Best Selling Authors George andAngie Paul Taro's. Each episode features helpful, inside practical tips and reliable strategies tohelp make your retirement as enjoyable as possible. For the next few minutes, enjoyed listening as co host Bethany Bilson talks with George and Angie about takingcare of your family. Well, once again I am joined by Angie Paulitari. She is the CO author of taking care of your family, how toproperly plan for retirement without taking unnecessary risks. You can pick up a copy onAmazon, so be sure to do that Andie, thank you so muchfor joining me again. Thank you. Thanks for having me so chapter eightof your book. This is the last chapter. It's called the retirement shield, and I really enjoy talking with you...

...and just hearing your passion for helpingpeople reach their goals and kind of reach their dreams honestly for retirement. Doyou think it's ever too early or too late for a person to start kindof reevaluating their retirement plans? Absolutely not. You're never too old or you're nevertoo young. Now, you're a young girl and you're married. Ibelieve it's me. It's a perfect opportunity to come in and sit down.There's products out there for you to have your own pensiant and create it yourself. So there's different things that we can start now to set you on thepath and see and show you in the next fifty years how how you canachieve them. And each year we would sit down with you and we wouldreevaluate and say, and my own course, how can I change it? What'shappened in the world? How can we make it better? The beautifulthing is that you have time, you have youth, you're young, youcan take risk, whereas somebody my age doesn't have that time. Time isnot on our side to create our retirement,...

...but if you have for five yearsor even at the end, it's never it's never too never too lateto come see us. HMM, because we want to. We can.There's many things that we can do to change people's portfolios and guide them andassist them, and even if they don't make any changes, it just openstheir eyes to what's there and really what they have, because a lot ofpeople think they know what they have. And know what how they down theroad, it's going to affect them and if they're eventually going to run outof money and when they're going to run out of money. So so that'swhat their retirement shield will show you, all these things. So it's neveryour your perfect age and if you're seven day you're still a perfectly well,that's good. I'm sure that's real sern for a lot of people that arewatching and listening. What about your job? How long have you been doing this? Oh, I think about five to seven years, I think.Okay, I had a coffee company for...

...thirty years. Yeah, yes,I did, and then, you know, I started in this business with mybrother. So, but this business is very rewarding because, yeah,we create the retirement shield product for them and we sit down with people.Sometimes they come in there they're very upset, sometimes they come in there very confident. But when you're done and you see the results and you see whatchanges they can make and how it affects her life, it I feel likein the end that it's my money and that I created this and it's likeI'm going into my retirement with them. So a little crazy, but that'show I feel. I just wanted to be so beautiful that, you know, George and I can really help people change their lives or the path thatthey're on. Yeah, and that's so rewarding. Well, and you're right, yeah, that is very rewarding, I'm sure, being a will tosit down with someone that feels overwhelmed and just kind of on the brink is, so to speak, over their finances,...

...something as as important as money andsomething that does cause a lot of stress for a lot of people,and to be that source of encouragement and and kind of a voice of piece, so to speak, just to guide people through and help them make theright decision. My husband and I were both in our mid twenty so whatwould you say to us as we were thinking about the future and just goingforward? If you could give any advice to us, what would that be? I would say sit down with us, let us look at your portfolio,where you're at and, as I said earlier, there's a lot ofproducts out there, because I'm sure you're what you do for a living,you don't have a pension, you're not going to be offered a pension.Right, there's products out there that we can offer you a pension within themthat will be tax free when you retire. So that's something fabulous that you haveon your side, which is just you have the youth, which issomething that you can purchase now and you'll have it going into your retirement.So when you turn it on at sixty...

...seven or sixty eight, you'll haveit turned on for thirty years as a pension, which is you know,and then see where you're at, what your expenses are, what your dreamsare. I'm sure you're going to want to maybe have children and buy abigger house and by more cars. You know, you set your path upfor you to say, how's it going to happen and save. Yeah,how much do we have to say to create how we want to live,to creep the create this lifestyle in fifty years? How much money do Ihave to have to continue this lifestyle so that we show you within our programnow you may not be able to unswer this question, but do you havea story of like a favorite client that you've worked with or just a successstory that you really enjoyed seeing play out? Oh my God, I have somany clients. I don't really I don't think I really have a favoriteone really like pick in your favorite kid. I'm sure that's proboy life. Idon't know, because everybody, you...

...know what I connect with all ofthem different and then to us they become more family. So it's we,you know, as I said, we would meet the first time and thenwe would meet again and then we would meet on our anniversaries, on ouranniversary date for you, and we would just stay connected. But I can'tsay that we have a customer that hasn't left happy and hasn't stayed with usin our in our family. So it's not always about you know, youcreate the retirement she a plan. It's not even about if they make allthe changes. It's always about, you know, that we build or continueour family, extended family, so to speak. Yeah, it's just Ilove that. That's so sweet to me and I love that you guys havethat mindset in your office of family and how important that is. I justI think that's really sweet and really cool. So I would highly encourage everyone topick up a copy of your book.

It's called taking care of your family. How to properly plan for retirement without taking unnecessary risks. It's byAngie Poultaris. She also wrote it with your brother George, to be sureto go and pick up a copy on Amazon. And you always so goodto talk to you. Thank you so much. Thank you. Thank youfor being so kind. Thank you. I have a great thing. Thanksfor listening to the taking care of your family retirement podcast with financial experts andnumber one Amazon Best Selling Authors George and Angie Paul Taro's. You can requesta copy of their best selling book or schedule A conversation with them about yourfinancial future. But going to their website, genuine financial adviserscom.

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