In this episode of Navigating Abundant Retirement Radio, host Carol Dewey explores the crucial topic of insulating your retirement from the unpredictable stock market. Through a compelling comparison of two retirees' lifestyles, Carol illustrates how a meticulously planned retirement lifestyle and legacy can provide peace of mind, financial security, and a lasting impact. She emphasizes the importance of predictable, tax-free income and offers strategies to create a retirement plan that remains unaffected by market fluctuations.

• Retirement shouldn’t be tied to the ups and downs of the stock market.
• A well-designed retirement plan includes predictable, tax-free, and rising income.
• It’s essential to consider both lifestyle and legacy when planning for retirement.
• John D. Rockefeller’s legacy serves as an inspiring example of how values, planning, and generosity can leave an indelible mark for generations.
• Retirement planning should focus on control, freedom, and ensuring your values are reflected in your financial and legacy plans.

• "Retire from worry, fear, and stress to peace of mind, security, and confidence." – Carol Dewey
• "It's not just your retirement, it's your legacy." – Carol Dewey
• "Rockefeller's legacy is not just money, but values passed on to the subsequent generations." – Carol Dewey

• (00:17) – The story of two retirees: Tied to the market vs. insulated from the market
• (02:20) – The impact of a stock market retirement lifestyle on everyday living
• (03:42) – The key elements of a strong retirement lifestyle plan
• (04:58) – Introduction to legacy planning
• (06:22) – John D. Rockefeller’s legacy and principles for success
• (07:33) – 10 key principles from Rockefeller's essays
• (08:48) – Charting your own legacy plan based on personal values
• (10:09) – Carol’s advice on taking control of your retirement

• Perpetual Wealth Financial
• Reach out via phone: (877) 434-6243
• Email: carol@perpetualwealthfinancial.com

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