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Sailing with Phoenix: Lessons on Non-Traditional Retirement Paths

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Manage episode 488565416 series 3653939
Content provided by Mark Struthers CFA, CFP® and Mark Struthers CFA. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Mark Struthers CFA, CFP® and Mark Struthers CFA or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

What can a 29-year-old sailor with a cat teach us about retirement? More than you’d expect. When Instagram adventurer Oliver Widger, known as “Sailing with Phoenix,” quit his job, cashed out his 401(k), and set sail for Hawaii with nothing but grit and his cat, it raised eyebrows—but it also sparked some interesting ideas.

Listen in as certified retirement counselor Mark Struthers shares what retirees can learn from Oliver’s unconventional story, including embracing imperfection, building resilience, and redefining what success looks like in your golden years. It’s a reminder that sometimes, the best retirement plans aren’t just about numbers.

Follow Sailing with Phoenix:

Curious about working with Mark? Go to:

Disclosure:

Investment advisory services are offered through Sona Financial LLC (DBA Sona Wealth Advisors, Sona Wealth, Sona Wealth Management), an investment adviser registered in the state of MN. Sona Financial only offers investment advisory services where it is appropriately registered or exempt from registration and only after clients have entered into an investment advisory agreement confirming the terms of engagement and have been provided a copy of the firm’s ADV Part 2A brochure and document.

This video or article is for educational purposes only and is not exhaustive. Nothing discussed during this show/episode should be viewed as investment advice. Diversification and/or any strategy that may be discussed does not guarantee against investment losses but is intended to help manage risk and return. If applicable, historical discussions and/or opinions are not predictive of future events. The content is presented in good faith and has been drawn from sources believed to be reliable. The content is not intended to be legal, tax, or financial advice. Please consult a legal, tax, or financial professional for information specific to your individual situation.

This content has not been reviewed by FINRA.

  continue reading

32 episodes

Artwork
iconShare
 
Manage episode 488565416 series 3653939
Content provided by Mark Struthers CFA, CFP® and Mark Struthers CFA. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Mark Struthers CFA, CFP® and Mark Struthers CFA or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

What can a 29-year-old sailor with a cat teach us about retirement? More than you’d expect. When Instagram adventurer Oliver Widger, known as “Sailing with Phoenix,” quit his job, cashed out his 401(k), and set sail for Hawaii with nothing but grit and his cat, it raised eyebrows—but it also sparked some interesting ideas.

Listen in as certified retirement counselor Mark Struthers shares what retirees can learn from Oliver’s unconventional story, including embracing imperfection, building resilience, and redefining what success looks like in your golden years. It’s a reminder that sometimes, the best retirement plans aren’t just about numbers.

Follow Sailing with Phoenix:

Curious about working with Mark? Go to:

Disclosure:

Investment advisory services are offered through Sona Financial LLC (DBA Sona Wealth Advisors, Sona Wealth, Sona Wealth Management), an investment adviser registered in the state of MN. Sona Financial only offers investment advisory services where it is appropriately registered or exempt from registration and only after clients have entered into an investment advisory agreement confirming the terms of engagement and have been provided a copy of the firm’s ADV Part 2A brochure and document.

This video or article is for educational purposes only and is not exhaustive. Nothing discussed during this show/episode should be viewed as investment advice. Diversification and/or any strategy that may be discussed does not guarantee against investment losses but is intended to help manage risk and return. If applicable, historical discussions and/or opinions are not predictive of future events. The content is presented in good faith and has been drawn from sources believed to be reliable. The content is not intended to be legal, tax, or financial advice. Please consult a legal, tax, or financial professional for information specific to your individual situation.

This content has not been reviewed by FINRA.

  continue reading

32 episodes

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