Ep 239: Buckets of Money and Beyond: A Comprehensive Approach to Retirement Planning

Yeah, interesting point, too, because I think...

You know, kind of the more naive way of thinking about successful people is, oh, they're so successful, they already know what they're doing.

But they don't know either.

They aren't relying on a lot of experts to guide them.

And of course, they're learning.

That's another thing.

You know, you learn so much by sitting down and having these conversations.

And to me, I just love learning.

So there's so much value in that.

I look forward to going to my tax meeting and my meetings with my financial person because I get to ask questions.

I get to learn some things and we have a good conversation.

I usually I think people are afraid of how they'll feel going in there.

I always feel better because I like knowing I don't like being in the dark.

So whether it's good news or bad news, I want to know it so I can deal with it.

That's a great point.

And, you know, the biggest pleasure and joy at this stage of my life that I get in talking to people is when we have our reviews.

A lot of people come in.

We do them by Zoom, obviously, you know, anywhere in the country and stuff, but...

It's a little bit of a different feel when it's kneecap to kneecap and eyeball to eyeball, you know, and people are in here and we're talking.

But people say at the end of a meeting, man, we're just so glad that we're able to work with you here and we feel good about everything.

We understand and we know you have our best interest at heart.

Those conversations are the most meaningful to me, again, at this point, because that couple typically has a good feeling, and they should, about how much money they can go out and now go on vacation with and have a good time and not run out of money.

Yeah, yeah.

Thank you.

That's a great, great point.