Growing and building wealth is a critical part of the financial planning discussion, but a far less discussed topic is how to utilize that wealth effectively, given your goals and dreams. A plan that only focuses on growth is an incomplete plan, especially in retirement. You can schedule an appointment with one of our Retirement Experts to look at your situation and help you plan for your future. Call us at (920) 544-0576 or go to https://www.safeguardinvest.com/contact.
0:00 Great Savers ≠ Great Spenders 1:45 Category #1 - Preventative Healthcare 4:23 Category #2 - The Memory Dividend 6:05 Category #3 - Buying Peace of Mind 8:57 Category #4 - Buying Back Your Time 10:37 Category #5 - Guilt-Free Spending Categories
- - - - - - - - - - - - - - - Always remember, "You Don't Need More Money; You Need a Better Plan"
Safeguard Wealth Management is an SEC Registered Investment Advisor. Safeguard Wealth Management is not an insurance provider. All content on YouTube is for informational purposes only and should not be taken as personal advice for your situation. You can read more disclosures at https://www.safeguardinvest.com/fiduciary
