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Marcia Mantell: Lasagna Style Income Planning
“Fun With Annuities” The Annuity Man Podcast
English - July 12, 2022 07:00 - 51 minutes - 47.4 MB - ★★★★★ - 41 ratingsInvesting Business Education Courses advisor financial retirement annuities annuity income planning stantheannuityman Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
In this episode, The Annuity Man and Marcia Mantell discuss:
Retirement planning is personal The uncomfortable “unexpected.” Who are the best financial advisors? Lasagna style income planning
Key Takeaways:
Friends and neighbors are not your friends when it comes to retirement decision-making. It’s all completely personal. If there’s anything that’s not unexpected, it’s that we know we are one day going to die. We just don’t like to talk about it; we don’t like to think about it. The best financial advisors are those that aren’t born from money. They understand what it’s like to come from a family that doesn’t have much, so they’ve been repeatedly taught in their youth to respect and value money. If you can make lasagna, you can also make a retirement plan. Retirement planning is a layered process; there has to be a plan in place, you can’t randomly do it, and there’s a myriad of ingredients.
"Starting early is the key. If you miss 50, start wherever you are today. This is not a weekend project - it’s too hard and complicated. The best thing we can all do is take ownership, we have to understand social security to make good decisions, and we have to understand medicare." — Marcia Mantell.
Connect with Marcia Mantell:
Website: https://mantellretirementconsulting.com/about/meet-marcia-mantell/
LinkedIn: https://www.linkedin.com/in/marciamantell/
Twitter: https://twitter.com/MarciaMantell
Connect with The Annuity Man:
Website: http://theannuityman.com/
Email: [email protected]
Book: Owner’s Manuals: https://www.stantheannuityman.com/how-do-annuities-work
YouTube: https://www.youtube.com/channel/UCCXKKxvVslbeGAlEc5sra2g
Get a Quote Today: https://www.stantheannuityman.com/annuity-calculator!