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Content provided by The Wealth Elevator Podcast, Lane Kawaoka, and PE. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The Wealth Elevator Podcast, Lane Kawaoka, and PE 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.
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Net Present Value Method in Retirement Planning

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Manage episode 467249007 series 2486728
Content provided by The Wealth Elevator Podcast, Lane Kawaoka, and PE. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The Wealth Elevator Podcast, Lane Kawaoka, and PE 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.

📚 Unlock the secrets to building wealth! My book and 12-module Masterclass cover everything I’ve learned about passive investing and creating financial freedom. Watch it on-demand for FREE: http://thewealthelevator.com/master


🤝 Join the Hui Deal Pipeline Club and get a one-on-one call with me to discuss your investment goals: https://thewealthelevator.com/club


In this podcast episode, the host discusses key aspects of retirement planning theory and financial health analysis. Key topics covered include a detailed analysis of the barbell portfolio strategy, the balance between risky and conservative investments, and personal finance management tactics. The episode features guest Marcel, who provides expert insights on creating a financial health analysis, balancing spending, and investment strategies, and ensuring long-term wealth protection. The topic also covers the importance of understanding your financial position, long-term care insurance options, and the impact of spending and lifestyle on financial health. The episode emphasizes the value of periodic financial reviews, understanding one's risk capacity, and leveraging different types of capital to meet lifetime expenses.


00:00 Introduction and Announcements

00:29 Current Real Estate Market Analysis

01:46 Guest Introduction and Financial Planning Concepts

03:00 Understanding the Barbell Portfolio

04:40 Retirement Planning and Financial Health Analysis

06:02 Case Study: Real Client Financial Balance Sheet

18:46 Long-Term Care and Insurance Strategies

27:39 Exploring Investment Risks and Opportunities

29:06 Tax Strategies and Pre-Planning Benefits

30:20 Analyzing Different Family Financial Scenarios

30:39 Understanding Different Types of Capital

31:33 Real Estate and Financial Health Assessments

35:21 Behavioral Finance and Spending Habits

44:48 Withdrawal Rates and Retirement Planning

47:57 Final Thoughts and Encouragement


Hosted on Acast. See acast.com/privacy for more information.

  continue reading

482 episodes

Artwork
iconShare
 
Manage episode 467249007 series 2486728
Content provided by The Wealth Elevator Podcast, Lane Kawaoka, and PE. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The Wealth Elevator Podcast, Lane Kawaoka, and PE 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.

📚 Unlock the secrets to building wealth! My book and 12-module Masterclass cover everything I’ve learned about passive investing and creating financial freedom. Watch it on-demand for FREE: http://thewealthelevator.com/master


🤝 Join the Hui Deal Pipeline Club and get a one-on-one call with me to discuss your investment goals: https://thewealthelevator.com/club


In this podcast episode, the host discusses key aspects of retirement planning theory and financial health analysis. Key topics covered include a detailed analysis of the barbell portfolio strategy, the balance between risky and conservative investments, and personal finance management tactics. The episode features guest Marcel, who provides expert insights on creating a financial health analysis, balancing spending, and investment strategies, and ensuring long-term wealth protection. The topic also covers the importance of understanding your financial position, long-term care insurance options, and the impact of spending and lifestyle on financial health. The episode emphasizes the value of periodic financial reviews, understanding one's risk capacity, and leveraging different types of capital to meet lifetime expenses.


00:00 Introduction and Announcements

00:29 Current Real Estate Market Analysis

01:46 Guest Introduction and Financial Planning Concepts

03:00 Understanding the Barbell Portfolio

04:40 Retirement Planning and Financial Health Analysis

06:02 Case Study: Real Client Financial Balance Sheet

18:46 Long-Term Care and Insurance Strategies

27:39 Exploring Investment Risks and Opportunities

29:06 Tax Strategies and Pre-Planning Benefits

30:20 Analyzing Different Family Financial Scenarios

30:39 Understanding Different Types of Capital

31:33 Real Estate and Financial Health Assessments

35:21 Behavioral Finance and Spending Habits

44:48 Withdrawal Rates and Retirement Planning

47:57 Final Thoughts and Encouragement


Hosted on Acast. See acast.com/privacy for more information.

  continue reading

482 episodes

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