REPLAY - Wealth Series 2.0 - Episode 7 - Flipping The Triangle and Retirement Planning

*The giveaway has now closed. When you understand how to leverage active and passive income, you can create a wealth plan that fits your desired lifestyle at retirement. In episode seven of Wealth Series 2.0, Ben Kinney, Bob Stewart, and Chad Hyams talk about how to successfully “flip the triangle” and plan for retirement.

In this episode, we cover the following:

  • The goal of flipping the triangle [2:39]  
  • Flipping the triangle exercise [4:00]
  • How financially free people live [7:15]
  • Flipping your triangle faster [7:52]
  • Flipping the triangle examples [8:34]
  • Prioritizing income-producing assets [13:00]
  • Stats about retirement [14:00]
  • Calculating a comfortable retirement [15:29]
  • The 4% Rule, examples, exercises [18:05]
  • Social Security benefits and examples [24:45]
  • Retirement worksheet [27:25]
  • Planning for retirement [33:00]

Resources discussed in this episode:

Connect with the hosts:

More ways to connect: 

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