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Grandma's Wealth Wisdom

Jan 18, 2019

Today, we’re continuing our tale of two twin Grandmas:

Margaret & Mildred, and how they both took different forks in the financial road later in life, and how this decision drastically altered their future personal finances.

If you missed part one, click the link below to go straight there and get up to speed:
Click here to listen to part one of our tale

Here Are The Show Highlights:
-The 4% Retirement Rule: How it works and why it was a serious problem for Mildred (5:00)
-Why an Annuity could be a great investment for you...and how you can still have money distributed for you, year-after-year, even with an account balance of zero (8:00)
-Who came out financially better off, Margaret or Mildred? Here’s the answer (12:20)
-The most important question to ask yourself when it comes to writing your own ‘money story’ - this question alone has the power to dictate your financial future (13:30)

Remember to download Grandma’s free wholesome wealth recipes book by dropping into Time-honored wealth strategies served with a helping of balance and trust.

If you’d like to see how Grandma’s timeless wealth strategies can work in your life, schedule your free 15-minute coffee chat with us by visiting like Grandma would want us to do.