Retire Repurposed Taatjes Financial Group

Today, we start tackling the question, “What do you with the rest of the money you don’t need?” Most people jump right into the notion of a will. While a will certainly has its place, there’s a better way. In this podcast, Ben Taatjes will layout five foundational truths retirees must understand regarding their life and money that will help answer the question, “What do I do with the rest?”

The Bible warns repeatedly about the luring effect of more - more wealth, more riches, more stuff. While accumulating assets or having a sizable nest egg isn’t wrong, the desire for more many times steers retirees off-course. In this podcast, Ben Taatjes will give you specific questions for you to answer so you don’t fall victim to the problem with moving goalposts.

The statement “every retiree needs a budget” may strike a chord with you and bring out misconceptions about your financial health. In this podcast, Ben Taatjes will explain why retirement one of the best times to budget because it helps identify how much is enough for your retirement and liberate you to enjoy the fruits of your labor.

Today, we begin tackling the question, “How much is enough?”. However, before this question can be addressed there must be a fundamental understanding regarding your nest egg. In this podcast, Ben Taatjes breaks down the difference between your wealth and your income and the mindset shift required to properly answer the important question, “How much is enough?”

Today, we break down the question, “What are you stewarding?” Oftentimes, retirees are not exactly sure what or how much they own. Answering this question is a critical part in the retirement planning process. In this podcast, Ben Taatjes will not only show you how to answer, “What are you stewarding?”, but he will also give you ways to identity exactly the goal for each of your assets and to assess the risk/return properties of your portfolio.

When it comes to retirement, money and finances dominate the conversation. Most of the dialogue, however, is around strategies on building and maintaining wealth. While a solid, financial plan is vital to the life a retiree, there are deeper, less obvious questions that need to get answered. In this podcast, Ben Taatjes will overview three of the most important questions a retiree can answer regarding their treasure.