The Wall Street Journal just came out with an article called “How to Retire Better, From Retirees Who Learned the Hard Way.”
What’s interesting is that 2 of the 3 suggestions had NOTHING to do with money or finances! It was all about purpose and relationships. So, this podcast is dedicated to talking about this NON-financial topic, “Purpose in Retirement.”
Also, many of you are new listeners whom of course I’ve never met before! Welcome! As a result, I thought I would share my personal story on WHY I initially launched this podcast in 2021, and how that purpose has evolved over time.
I hope you enjoy this show!
I’m including a couple of links below:
Kevin Lao
I am the founder of Imagine Financial Security. We are a Flat Fee, Fiduciary Financial Advisor based in Jacksonville, FL. We specialize in retirement planning for blended families, tax optimization and investment management. We can work with you locally in Jacksonville or St Augustine, as well as virtually anywhere in the United States.
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