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The One Thing in Common the Happiest Investors and Retirees Have


The happiest investors and retirees have one thing in common—a sense of purpose that gets them up in the morning. They have a why.

In this episode, Rey explains how retiring with a sense of purpose can help you stay on track with your financial goals. He also delves into the external factors that influence retirement plans, along with the types of behavior you should adopt when planning for your future.

Related: Financial Peace? Why Finances Are a Battlefield

Here’s what you will learn about in this episode:

  • How Rey motivates his clients to stay on track of their financial goals
  • The myth of “financial peace”
  • Unforeseen factors that may disrupt your financial plan
  • Why you should keep your guard up and never settle or become passive about your finances
  • How becoming knowledgeable about your finances will help you in the long run
  • Reasons why you should stop thinking of your financial plan as being one-size-fits-all
  • How driving a stick shift is similar to learning about your finances
  • Why it’s important to look for a financial planner who will also serve as your teacher
  • And more!

Tune in now and learn about the mindset that helps Rey’s clients live their best life during retirement!

Resources:  Privada Wealth Management

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