Go Beyond Numbers - Lifestyle Preservation Planning with Kathleen Adams

Go Beyond Numbers

Dec 1 2021 • 29 mins

In the latest installment of Go Beyond Numbers, Tony and Ryan welcome a special guest to the show, Kathleen Adams, to discuss the unique concept of Lifestyle Preservation Planning™.

Kathleen is the Founder of Second 50 Financial. As a financial planner for over 20 years, she and her team have developed a process to address the expanded needs of successful business owners who are enjoying a wonderful lifestyle and require a different kind of financial plan.

Lifestyle Preservation Planning™ essentially means maintaining a current and future income stream that supports both the needs and wants of the owner.

So sit back, relax, and enjoy this special episode of Go Beyond Numbers!


0:05 - Overview on the special dynamic of today's show

1:30 - Tony welcomes Kathleen Adams to the show

2:58 - Kathleen's path to Lifestyle Preservation Planning™

6:11 - How Kathleen helps clients understand what it is they want

10:12 - Confidence, opportunity and vitality

14:25 - Addressing the fear of living another 40-50 years

18:44 - The immediate desire from most of Kathleen's clients

20:38 - Examples of mistakes that people are making

24:47 - How Kathleen keeps herself informed on financial literacy and information

27:35 - How you can get in contact with Kathleen and her team at Second 50 Financial

28:35 - Closing remarks

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