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Wealth Without Bay Street 153: Plan on Living the Second 50 Years of Your Life with Kathleen Adams. She encourages people to consider new opportunities and purpose for the Second 50 years of life and not waste wisdom or wealth. Kathleen believes vitality is important, and that people should strive to not become low-hanging fruit for gravity, continuing to be vital, active, and in service to others. Her view on wealth is that it is more than just money and that people should strive to have a good cash flow to support their lifestyle after their business income stops.
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WHO’S THE GUEST?
Kathleen Adams, CFP, CPWA, entrepreneur, co-founder of Second 50 Financial, LLC, and author of soon-to-be-released “Second 50: Achieve Financial Confidence/ Increase Opportunity/Leverage Vitality.” She has been in the Lifestyle Preservation business for over 20 years, and together with her team, has developed a unique process to address the expanded needs of successful owners and entrepreneurs who are enjoying a wonderful lifestyle that requires a different type of plan.
——————-DISCLAIMER——————
The information contained herein is for general educational and informational purposes only. It is not intended as personalized investment, tax, legal, or other advice. We do not provide any tax or legal advice. You should consult with your independent investment, legal, tax, and/or other professionals with respect to your individual situation and needs before considering taking any action.
IN THIS EPISODE, YOU WILL LEARN:
0:00 Intro
0:31 Different types of conversation to improve your way of life
2:08 Kathleen’s inspiration to focus on Second 50
4:57 Benefits of seeking help from Second 50
7:19 Exploring the benefits of connecting with younger generations
10:24 Reverse mentoring for boomers and younger generations
13:02 Optimum mindsets for financial planning
15:21 Intergenerational financial planning and lifelong learning
17:52 Thoughts on Becoming Your Own Banker and Rethinking Your Thinking
19:49 Lessons that leaders can learn from her book: Financial Confidence, Opportunity, and Vitality
25:19 Creating deeper conversation to inspire the boomer generation to create more value to the world
26:18 Being a hero
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Connect with Kathleen Adams
Second 50 Website: https://www.second50financial.com/
Kathleen’s LinkedIn: https://www.linkedin.com/in/adamskathleen
Watch our Tribute To The Man Who Created Infinite Banking R. Nelson Nash here:
https://wealthwithoutbaystreet.com/dayofnelson
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📽️ WATCH THE DOCUMENTARY
Documentary Film This is Nelson Nash: https://www.ascendantfinancial.ca/nelson-nash-film/
💸 Financial Advisor? Learn about the Infinite Banking Concept here: Nelson Nash Institute Practitioner Program: https://infinitebanking.org/practitioners-program/ref/6/
EVA – Economic Value Add The Real Key To Creating Wealth Article: https://infinitebanking.org/the-real-key-to-creating-wealth/ref/6/
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Canadians Guide To Wealth Building Without Risk
https://www.amazon.ca/Canadians-Guide-Wealth-Building-Without/dp/B0BB5S5D6C
Wealth Without Bay Street is a Founding Member of the SMB PODCAST NETWORK visit https://www.smbpodcastnetwork.com/ to learn