WealthBeing
WealthBeing
Sep 9, 2020
Ep. 33 – How to retire rich! With Robin Marshall
Play • 25 min

One way to have a happy retirement is to make sure you never have to worry about having enough money.This week, Travis and Derricktalk to Robin Marshall, Director of Wealth Management at Island Savings, about how have a rich retirement lifestyle. 

1:00Money Problem:A couple needed help to know if their income and assets would be enough for them to live their dreams during their retirement. 

2:50Expert Examination:Derrick, Travis and Robin Marshall cover all the factors that will help you live a rich lifestyle when you retire: 

  • What it means to retire rich. 
  • Knowing how much money you need to retire rich. 
  • Expecting your spending to change. 
  • Strategies that lead to retirement wealth. 
  • How aggressive you should be about saving for retirement. 
  • The saving power of staying the course. 
  • Making extra income a path to a rich retirement. 
  • How a Financial Advisor can help expedite your rich retirement. 

23:00–Weekly Financial Fix:Travis has a simple task that is the first step to retiring rich. 

 

If you have an undiagnosed financial concern or want to better understand a financial subject, send Travis and Derrickyour question at islandsavings.ca/wealthbeing, or at wealthbeing@firstwestcu.ca, and we will consider it for a future episode. 

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