In this episode, Matt and Sam take a magical mystery tour through Beatles classics, uncovering practical tips for investing, planning, and preparing for retirement. From staying calm during market swings to recovering after financial setbacks, they show how iconic lyrics can inspire strategies to give your plan more clarity, confidence, and staying power.
They also do a fun “Back-to-School Retirement Planning Quiz” segment to test your knowledge on Social Security ages, IRA contributions, withdrawal rules, and common retirement risks. Last, in their Retirement Ride Along segment, they talk about a quick Napa Valley getaway, complete with a stay at the stunning Stanly Ranch and a tour of the art-filled Donum Estate. You’ll also hear a special shoutout to a Kansas City small business that helped bring their 1920s-inspired speakeasy to life.
Here’s some of what we discuss in this episode:
Get-to-know-you questions: Shopping sprees, making plans, superstitions and more (7:46)
Quotes of the week from Herbert Hoover and Bob Hope (21:54)
Main topic 1: Back to School Retirement Planning Quiz (23:17)
Main topic 2: Retirement Planning with the Beatles (30:39)
Mailbag: I want to start my own business. Should I take the money from IRAs or get a business loan? (39:50)
Retirement Ride Along: Exploring the beautiful Napa Valley (43:19)
Our wonderful experience with TheWireMan (56:36)
Want to contact us?
Call 888-228-8814 or visit us online at https://incomeforlife.org and check out Folds of Honor at https://foldsofhonor.org to support their mission.
Get your free copy of Preparing for Retirement:
Call (888) 228-8814 or email [email protected]
Links From Today’s Show:
Stanly Ranch
Donum Estate
https://www.thedonumestate.com/
Wireman KC