EPISODE #1042
Strategic Planning with Kathy Bowman Atkins
We talked about the value of strategic planning, how the process works, who should be involved, when it should happen, and how to get started!
Listen to us On
About the Episode
LifeBlood ENGAGE: We talked about the value of strategic planning, how the process works, who should be involved, when it should happen, and how to get started with Kathy Bowman Atkins, Founder and CEO of Latitude Group. Listen to learn why planning should be done consistently, not once a year!
For the Difference Making Tip, scan ahead to 18:28!
You can learn more about Kathy at LattitudeGroup.com, Twitter and LinkedIn.
George Grombacher
Lifeblood Host
Kathy Bowman Atkins
Guest
More Episodes
Using Annuities to Create Tax-Efficient Income in Retirement
One of the biggest challenges in retirement planning is managing taxes effectively. Many retirees focus on accumulating wealth but overlook the impact of taxes on their income. Without a well-structured strategy, taxes can eat into your retirement savings and reduce...
How to Overcome the Fear of Running Out of Money in Retirement with an Annuity
One of the most common fears among retirees is running out of money. After working for decades, the last thing anyone wants is financial insecurity during their golden years. The fear of outliving your savings can be paralyzing, leading to stress and uncertainty....
The Power of Minimalist Money Habits: Simplifying Your Finances for Greater Freedom
In today's fast-paced world, it’s easy to get overwhelmed by the complexity of managing finances. We’re bombarded with credit card offers, investment options, and various spending temptations, all promising to help us live better lives. Yet, in the midst of it all,...
The Right Questions to Ask Yourself When Considering an Annuity for Retirement Income Planning
Annuities can be a powerful tool for creating reliable retirement income, but they’re not a one-size-fits-all solution. Before purchasing an annuity, it’s essential to evaluate whether it aligns with your financial needs, goals, and risk tolerance. Asking the right...
How to Guarantee You’ll Never Run Out of Money in Retirement
One of the biggest fears retirees face is outliving their savings. With rising life expectancy, unpredictable markets, and increasing healthcare costs, ensuring that your money lasts a lifetime is a top priority. Fortunately, there are strategies you can implement to...
How Taxes Can Reduce Your Income in Retirement
When planning for retirement, it's easy (and prudent) to focus solely on saving enough money or making wise investment choices. However, one crucial factor that is often overlooked in retirement income planning is taxes. While many retirees expect to pay less in taxes...
The Benefits of Stock Dividends for Retirement Income Planning
As we approach retirement, one of our primary goals is to ensure a reliable income stream to sustain our lifestyle. While there are several options available for generating retirement income, many retirees are increasingly turning to stock dividends as a key component...
The Value of Fixed Annuities in Retirement Income Planning
As retirement approaches, people find themselves grappling with the challenge of ensuring a reliable income stream during their golden years. One popular solution to this problem is the fixed annuity, a financial product that offers a guaranteed income for life or a...
Your Personal DOGE
Your Personal DOGE The DOGE is about to take a knife to the federal government. Could you benefit from a personal DOGE to cut some of your expenses? George G talks about how to reduce your overhead and get moving in the right financial direction!About the EpisodeThe...
Join the show.
Interested in being on the show? Tell me a little bit more about you and what you’d like to talk about!