Strategies for Financial Confidence and Lifestyle Preservation with Kathleen Adams

In this episode, we hear from Kathleen Adams, a seasoned entrepreneur, and financial expert with over 20 years of experience in the Lifestyle Preservation business. Kathleen is the co-founder of Second 50 Financial, LLC, and the author of the upcoming book, "Second 50” about achieving financial confidence, increasing opportunity, and leverage vitality in the second 50 years of your life.

She has developed a unique process to address the needs of successful entrepreneurs who are enjoying a lifestyle that requires a different type of planning in order to preserve.

After watching her own father’s experience in not being prepared enough for retirement, Kathleen broadened her financial planning vision with three key questions about a person's second 50 years:

1. How do people financially manage this time in life? 2. What do they genuinely want? 3. How do they stay healthy and vital to enjoy their second 50?

With this thinking, Kathleen came full circle - from financial planning into the lifestyle preservation business.

Her company maintains current and future income streams to support the owner's needs and wants by strategically customizing wealth distributions. Planning to finance new opportunities, increase longevity through access to health and wellness breakthroughs, and enhance family relationships are part of preserving lifestyle. Kathleen will share why appropriate investment management remains essential for success, our second 50 years are so much more than that.

Key Moments: 00:00 Intro 02:53 Lack of emphasis on long-term wealth in school 07:07 What is ‘Lifestyle preservation’ 11:02 Importance of purpose and fulfilment 14:26 You need planners and mentors to plan your investments with you - Don’t go it alone 17:26 Living with a 100 Year mindset and beyond 20:55 How to do things differently than just following the herd 25:40 Company values forming and moulding her organization in helping others with lifestyle preservation 29:30 What you should be looking for in a financial planner?

Check out Kathleen’s website: https://www.second50financial.com/ Connect with Kathleen on LinkedIn: https://lkdin.io/45OL

To know more about long-term personal financial engineering and options for building legacy wealth, connect with our Team at www.100year.com

Bonus resources: DOWNLOAD our Dual Asset Strategy ebook and learn how YOU can leverage cash value life insurance and become your own source of financing: https://100yearrei.com/ebook-download/

SCHEDULE A Call: https://100yearrei.com/callnow/

To talk to our Team about adding a Permanent Life Insurance Policy to your financial plan (and even the plan for your children), get in touch with our Team here^

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The contents of this video are for informational and educational purposes only. They should not be considered investment, financial, legal or tax advice. Jake and Gino are not licensed in the insurance or securities industries and is not in the business of selling, soliciting or negotiating the sale of any insurance contract, security or other investment vehicle.

The information contained herein is for general educational and informational purposes only. It is not intended as personalized investment, tax, legal, or other advice. We do not provide any tax or legal advice. You should consult with your independent investment, legal, tax, and/or other professionals with respect to your individual situation and needs before considering taking any action.

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 About Jake & Gino: Jake & Gino are multifamily investors, operators, and owners who have created a vertically integrated real estate company. They control over $350M in assets under management. Connect with Jake & Gino here --> https://jakeandgino.com.

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