Financial Planning Lessons From The Classroom

The Income For Life Show

Welcome back to The Income For Life Show! From time to time, we like to look at issues faced by people in other professions outside of the financial world and see what kind of retirement planning lessons we can learn from them. In today’s episode, we’re seeing what we can learn from teachers and the issues they face. Let’s look at how homework, standardized testing, and customized learning approaches relate to financial planning.

We kick off the episode by answering some fun get-to-know-you questions and share a quote of the week by Bill Murray. We also look at a recent MarketWatch article that focuses on the impact that financial jargon has on retirement planning fear. This week’s retirement ride-along segment features our trip to San Antonio, Texas this past December. Stay tuned to hear about its stunning riverwalk and our incredible stay at the Hotel Emma!

Here's what we'll discuss on today's show:

• The charity golf tournament Sam and Matt participated in last weekend. (2:59)
• Get-to-know-you question: Personal maid or personal chef? + Worst haircuts, bad habits and more! (8:44)
• MarketWatch Article: Financial literacy is a huge roadblock in sufficient retirement planning. (18:50)
• Everybody hates homework, but you still must be involved in the financial planning process. (24:15)
• Understanding the pros and cons of your investments. (29:50)
• Age-appropriate instruction is important in retirement planning- as you age, your planning approach will change. (33:04)
• Retirement Ride-Along: Matt and Sam’s trip to San Antonio, Texas. (40:41)

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Links From Today's Show:

MarketWatch Article:

https://www.marketwatch.com/story/financial-jargon-is-scaring-people-into-not-saving-for-retirement-ee169a6e

Prost Haus:

https://www.littlerheinprosthaus.com/

Hotel Emma:

https://thehotelemma.com/