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Big Picture Retirement

If you are planning for, or living in, retirement…this is the show for you. The success of your retirement may depend on how well you planned for the "big picture" and connected the dots of your legal, tax, and financial plan. In this show, we’ll dig beneath the surface and discuss how you should apply this planning with your hosts- attorney John Ross and financial planner Devin Carroll.
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Dec 4, 2017

People who are millionaires have respect for a dollar, and they cut expenses that don’t add value to their lives. 

Joe Saul-Sehy was a financial planner for 16 years, and he has observed some interesting things about how millionaires handled their money. He says it’s not discipline, it’s about seeing something good that happens, then making it automatic.

  • Other takeaways from this episode:
  • Automate important tasks
  • Know that there’s a big difference between planning for tomorrow vs. planning for the long-term
  • Improving revenue AND decreasing the costs go hand-in-hand
  • Knowledge doesn’t pay – action pays

For more details, go to the show notes at http://www.bigpictureretirement.net/049

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