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The Secrets to a Happy Retirement - with Kim Curtis

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Manage episode 364554528 series 2920429
Content provided by Jacquie Doucette. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jacquie Doucette or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Kim Curtis is the bestselling author of Money Secrets and Retirement Secrets. She's also a nationally recognized wealth management advisor and speaker. She has been profiled in several publications, including the Wall Street Journal.

Kim shares with us many of the secrets found in her book, about how to have a happy, successful retirement. She believes that the biggest reason that retirement generally fails is that people are not preparing emotionally for this stage of life. It's important to know who you are and that's often overlooked.

Couples are very likely to run into problems if they don't discuss their individual plans and hopes for retirement. In her book, Kim has checklists for couples to help them gauge their readiness.

We also discuss the "5 D's and 1 big B" of retirement:

  • depression
  • dependence
  • divorce
  • disability
  • drunkenness
  • BOREDOM

You will find the Retirement Secrets workbook Kim mentioned on this site:

https://financialliteracypress.com/retirement-secrets/

Please reach out to Kim with questions or comments:

https://www.facebook.com/WealthLegacyInstitute

https://www.instagram.com/happinessdoesntretire/

www.facebook.com/curtisgehl

www.linkedin.com/in/kimberlylcurtis

www.youtube.com/channel/UCfYVRFXtjFYN-AoRuKt0mYw

https://twitter.com/WLILegacy

https://twitter.com/KimCurtisLegacy

  continue reading

265 episodes

Artwork
iconShare
 
Manage episode 364554528 series 2920429
Content provided by Jacquie Doucette. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jacquie Doucette or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Kim Curtis is the bestselling author of Money Secrets and Retirement Secrets. She's also a nationally recognized wealth management advisor and speaker. She has been profiled in several publications, including the Wall Street Journal.

Kim shares with us many of the secrets found in her book, about how to have a happy, successful retirement. She believes that the biggest reason that retirement generally fails is that people are not preparing emotionally for this stage of life. It's important to know who you are and that's often overlooked.

Couples are very likely to run into problems if they don't discuss their individual plans and hopes for retirement. In her book, Kim has checklists for couples to help them gauge their readiness.

We also discuss the "5 D's and 1 big B" of retirement:

  • depression
  • dependence
  • divorce
  • disability
  • drunkenness
  • BOREDOM

You will find the Retirement Secrets workbook Kim mentioned on this site:

https://financialliteracypress.com/retirement-secrets/

Please reach out to Kim with questions or comments:

https://www.facebook.com/WealthLegacyInstitute

https://www.instagram.com/happinessdoesntretire/

www.facebook.com/curtisgehl

www.linkedin.com/in/kimberlylcurtis

www.youtube.com/channel/UCfYVRFXtjFYN-AoRuKt0mYw

https://twitter.com/WLILegacy

https://twitter.com/KimCurtisLegacy

  continue reading

265 episodes

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