The Reformed Financial Advisor

Jack White, Tinkering, & the Limits of Goals Based Planning

November 07, 2022 Andy Flattery, CFP® Season 1 Episode 43
The Reformed Financial Advisor
Jack White, Tinkering, & the Limits of Goals Based Planning
Show Notes

Factory financial advice limits high achievers. Successful people will often credit things like skills acquired, stepping stone achievements, risk taking, connections made, and luck for their greatest accomplishments.

They don’t credit a goals based plan for retirement that they made 30 years ago!

Instead of being laser focused on retirement, the alternative is to be a craftsman in something, have broad interests,  take small risks & be a tinkerer,  and don't retire, just pivot. The singer of "Seven Nation Army" provides the model. 

Show Notes: https://simplewealthkc.com/jack-white-tinkering-the-limits-of-goals-based-planning-podcast/

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Andy Flattery is the Owner of Simple Wealth Planning, a Registered Investment Advisor. All opinions expressed by Andy and guests are solely their own opinions and do not reflect the opinions of Simple Wealth Planning. This podcast is for informational and entertainment purposes only and should not be relied upon as investment, tax, or legal advice. Clients of Simple Wealth Planning may maintain positions in bitcoin and the securities discussed in this podcast.