In this episode, we hear from Kathleen Adams, a seasoned entrepreneur, and financial expert with over 20 years of experience in the Lifestyle Preservation business. Kathleen is the co-founder of Second 50 Financial, LLC, and the author of the upcoming book, “Second 50” about achieving financial confidence, increasing opportunity, and leverage vitality in the second 50 years of your life.
She has developed a unique process to address the needs of successful entrepreneurs who are enjoying a lifestyle that requires a different type of planning in order to preserve.
After watching her own father’s experience in not being prepared enough for retirement, Kathleen broadened her financial planning vision with three key questions about a person’s second 50 years:
1. How do people financially manage this time in life?
2. What do they genuinely want?
3. How do they stay healthy and vital to enjoy their second 50?
With this thinking, Kathleen came full circle – from financial planning into the lifestyle preservation business.
Her company maintains current and future income streams to support the owner’s needs and wants by strategically customizing wealth distributions. Planning to finance new opportunities, increase longevity through access to health and wellness breakthroughs, and enhance family relationships are part of preserving lifestyle. Kathleen will share why appropriate investment management remains essential for success, our second 50 years are so much more than that.
02:53 Lack of emphasis on long-term wealth in school
07:07 What is ‘Lifestyle preservation’
11:02 Importance of purpose and fulfilment
14:26 You need planners and mentors to plan your investments with you – Don’t go it alone
17:26 Living with a 100 Year mindset and beyond
20:55 How to do things differently than just following the herd
25:40 Company values forming and moulding her organization in helping others with lifestyle preservation
29:30 What you should be looking for in a financial planner?
Check out Kathleen’s website: https://www.second50financial.com/
Connect with Kathleen on LinkedIn: https://lkdin.io/45OL
To know more about long-term personal financial engineering and options for building legacy wealth, connect with our Team at www.100year.com
Bonus resources: DOWNLOAD our Dual Asset Strategy ebook and learn how YOU can leverage cash value life insurance and become your own source of financing: https://100yearrei.com/ebook-download/
SCHEDULE A Call: https://100yearrei.com/callnow/
To talk to our Team about adding a Permanent Life Insurance Policy to your financial plan (and even the plan for your children), get in touch with our Team here^
About The 100 Year Real Estate Investor
The Whole Life Insurance Policies offered by the 100 Year Real Estate Investor are specially-designed. This means they work harder toward achieving your financial objectives, no matter what they may be. Check out this blog for 7 facts about our specially-designed strategies that may not be true about typical whole life policies: https://100yearrei.com/7-facts-about-…
#legacywealth #lifeinsurance #financialplanning #personalfinancialengineering #generationalwealth #lifestylepreservation #thesecond50years #retirementplanning
The contents of this video are for informational and educational purposes only. They should not be considered investment, financial, legal or tax advice. Jake and Gino are not licensed in the insurance or securities industries and is not in the business of selling, soliciting or negotiating the sale of any insurance contract, security or other investment vehicle.