Insulated from a Stock Market Retirement Lifestyle

Navigating an Abundant Retirement with Carol Dewey

In this episode of Navigating Abundant Retirement Radio, host Carol Dewey explores the crucial topic of insulating your retirement from the unpredictable stock market. Through a compelling comparison of two retirees' lifestyles, Carol illustrates how a meticulously planned retirement lifestyle and legacy can provide peace of mind, financial security, and a lasting impact. She emphasizes the importance of predictable, tax-free income and offers strategies to create a retirement plan that remains unaffected by market fluctuations.

Key Takeaways:

• Retirement shouldn’t be tied to the ups and downs of the stock market.
• A well-designed retirement plan includes predictable, tax-free, and rising income.
• It’s essential to consider both lifestyle and legacy when planning for retirement.
• John D. Rockefeller’s legacy serves as an inspiring example of how values, planning, and generosity can leave an indelible mark for generations.
• Retirement planning should focus on control, freedom, and ensuring your values are reflected in your financial and legacy plans.

Quotes:

• "Retire from worry, fear, and stress to peace of mind, security, and confidence." – Carol Dewey
• "It's not just your retirement, it's your legacy." – Carol Dewey
• "Rockefeller's legacy is not just money, but values passed on to the subsequent generations." – Carol Dewey

Timestamps:

• (00:17) – The story of two retirees: Tied to the market vs. insulated from the market
• (02:20) – The impact of a stock market retirement lifestyle on everyday living
• (03:42) – The key elements of a strong retirement lifestyle plan
• (04:58) – Introduction to legacy planning
• (06:22) – John D. Rockefeller’s legacy and principles for success
• (07:33) – 10 key principles from Rockefeller's essays
• (08:48) – Charting your own legacy plan based on personal values
• (10:09) – Carol’s advice on taking control of your retirement

Referenced Links:

• Perpetual Wealth Financial
• Reach out via phone: [phone]
• Email: [e-mail]

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Connect With Carol:

• www.perpetualwealthfinancial.com
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