The Agent of Wealth
Welcome to The Agent of Wealth Podcast with Marc Bautis from Bautis Financial. In this podcast, Marc helps small business owners and retirees overcome the multiple wealth planning challenges involved in your financial life. We do this by creating comprehensive wealth management plans to guide you towards financial freedom, ensure you never run out of money and help create a balance in life that prioritizes what is most important to you. Join us for this journey as Marc draws from years of expertise and guest experts to solve the multiple wealth planning issues involved in your financial life.
The Agent of Wealth
Rewiring the Mindset Around Retirement With Kevin Hoover
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Marc Bautis
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Episode 212
In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Kevin Hoover, founder of Next Crest. Discover Kevin’s insights gained from consulting over 50 small businesses, where he redefines retirement for entrepreneurs and business leaders. Learn practical strategies to shift your mindset, automate your business for longevity, and embrace flexible retirement approaches that suit your lifestyle.
In this episode, you will learn:
- Why there is a need for a mindset shift regarding retirement – from a fixed age-based milestone (like 65) to a more flexible approach that considers longer lifespans and continued work in fulfilling roles.
- How a phased retirement approach – a gradual reduction in workload – can fit into your retirement plan, especially those of business owners.
- A variety of strategies to navigate retirement goals while also creating financial stability (The “Never Retire Approach,” and “Practice Retirement Approach,” as examples).
- And more!
Resources:
Episode Transcript & Blog | Next Crest Consulting | Kevin Hoover - LinkedIn | Mission To Margins (YouTube) | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call