Manage episode 515399769 series 1507600
What could Fleetwood Mac possibly teach you about retirement planning? Turns out, plenty. Today, Jake and Nick take five classic Stevie Nicks songs and translate them into powerful financial lessons about independence, communication, and learning how to plan unexpected "landslides." You'll learn why flexibility matters, how to avoid regret, and how to make your money work in harmony with your goals and dreams. Great financial planning, like great music, never goes out of style.
Here's what we discuss in this episode:
💰 Tax Efficiency: manage withdrawals and investments to minimize surprises
🧾 Estate Planning: know when (and if) an irrevocable trust makes sense
🪞 Self-Reflection: the best plans are personal, intentional, and adaptable
🎵 Go Your Own Way: embrace flexibility and financial independence
🔗 The Chain: build strong, trustworthy relationships with fiduciary advisors
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243 episodes